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About Portfolio OnlineTM
Portfolio Online offers Trust and Investment Management clients and third-party investment managers with secure, real-time access to account information. Portfolio Online also offers expanded options for viewing transaction activity and account holdings. Other features include:
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Multiple portfolio holdings views, from simple to expanded views, including Stock Diversification, Bond Maturity Schedule, and Investment Objective Comparison
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Detail and Year-to-Date Summary presentation of transaction information
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Cash forecasting for budgeting or investment planning
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Statement viewing
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Downloads of information, including direct feeds to Quicken and Microsoft Money
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Links to various financial websites
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Multi-factor authentication to increase client security
For more information about Portfolio Online, please submit a
contact form. It’s quick and easy!
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