With TrustReporter, you can be confident that your investments are safe and working for you.
One of the features available to you as a trust department client is TrustReporter. This free service gives you the flexibility of 24/7 access to your portfolio, investment holdings, and transactions. You can check your account balance at any time and download information into an Excel spreadsheet
To use the TrustReporter service*, you’ll need:
- Internet access
- A browser with 128-bit SSL security
- A TrustReporter username and password assigned by your TrustReporter administrator
- A screen resolution of 1024×768
Browsers currently supported by TrustReporter include:
- Google Chrome, Mozilla Firefox, Opera, Apple Safari – all versions for Windows
- Google Chrome, Mozilla Firefox, Opera, Apple Safari – all versions for Macintosh
- Internet Explorer 7 and higher for Windows
- Internet Explorer 7 and higher for Macintosh
For AOL users we recommend installing Internet Explorer, alongside the AOL Browser and using this browser while connected to AOL.