With Trust Online, you can be confident that your investments are safe and working for you.
One of the features available to you as a Trust & Investment Services client is Trust Online. This free service gives you the flexibility of 24/7 access to check your portfolio, view your holdings, search and monitor your transactions, view your tax lots, review your pending trades, view online statements and specific tax documents.
To use the Trust Online service, you’ll need:
- Internet access
- A browser with 256-bit SSL encryption
- A Trust Online username and password assigned by your Trust Online administrator
- A screen resolution of 1366×768 of higher is recommended
- The site is best viewed with Microsoft Edge, Mozilla Firefox, Google Chrome and Apple Safari macOS.
- For AOL users we recommend installing Internet Explorer, alongside the AOL Browser and using this browser while connected to AOL.