Straight answers about how Crestview works.

Crestview is a consolidated investor portal that brings your brokerage, crypto and cash accounts together into a single view.

Balances, holdings, prices, rates, transactions and wires are handled with the same care as any financial platform, and only stored as needed to run your account.

Yes. The sign-in screen creates your profile so the portal can persist your data between visits.

You pick one of the supported institutions and step through a guided three-step flow. Your positions are imported into one schema alongside institution, mask and last-sync state.

Eight partner institutions are supported, including RIT Capital Partners. Each connection covers equities, funds, crypto or cash held at that institution.

Yes. Removing a connection drops its positions from the consolidated view.

They are the three release codes an operations reviewer must generate and verify before a wire is marked completed — transfer authorisation, compliance clearance and final settlement.

Yes. Outgoing wires accept a settlement window of 1 to 30 days, and the interface calculates the expected value date from your choice.

It moves through Submitted, Under review, Approved and then Completed or Rejected. Each change is recorded in the request history.

Only what you enter: your profile details, linked accounts, transactions and wire requests. Avoid entering identity documents or account information you would not want stored.

Yes. The Markets & FX board streams live foreign exchange and equity quotes from our market data provider, refreshed throughout the trading day.