Authorized Users Only Beyond This Point

If you have a trust portfolio with Caltech, it is now possible to view your account information online. All account information is developed and maintained by Kaspick & Co., and may be viewed by donors, beneficiaries and their designated advisors, as well as key employees of Caltech and Kaspick & Co.

In order to access your account information online, you must complete and return a written request to the Client Administrator in the Office of Gift and Estate Planning. After your completed form has been received, the Client Administrator will provide you with a user name and password. The information will be mailed to you at the address we have on file. You will be prompted to change your password the first time you log on. If you have any questions regarding this process, please contact the Client Administrator either by e-mail or at 626/395-2928. We will not issue user names and passwords through e-mail.

Please note that a beneficiary's approved advisor will only be issued a user name and password upon receiving the beneficiary's written authorization.

You are not required to utilize the service. It is an option provided solely for your convenience. Unless directed otherwise, written reports will still be sent to you by postal service.

If you have already been issued a user name and password, click here to proceed.