Investment Account View Frequently Asked Questions

Q: What is Investment Account View?
A: Investment Account View lets you view your Investment Statements online, see the current market value of your investments and view up-to-the-minute activity and holdings through a quick link to Online Portfolio Review.

The statement is presented in PDF format to look like your printed statements and for easy printing on your own printer. You can also download your holdings.

Q: How can I obtain a Logon ID for this application?
A: Any member of your Relationship Team can assist you. You will find their phone numbers on page 1 in the lower right corner of your printed Investment Statement.

Q: Will I be able to view all of the statements for all of my accounts?
A: You will be able to view all of the Investment Statements that you currently receive in the mail from us. If you receive statements at more than one address, be sure to let us know which ones you would like to view online. Unfortunately, statements prior to 2004 are not available online.

Q: How can my investment advisor (accountant, business manager, bookkeeper) view my statements online?
A: With your permission, we will set up a "Company Administrator ID" for yourself or your designee. You will then have complete control over who is granted access to your account information. We require that you sign an agreement before we establish a Company Administrator.

Q: Can I download current information onto a spreadsheet?
A: Yes, you can download a spreadsheet of your holdings as of any available statement ending date. You can also combine holdings for several accounts into one spreadsheet.

You may also download current holdings and historical activity from Online Portfolio Review and then manipulate or sort the information any way that you wish.

Q: Are previous month's statements available online?
A: The system will maintain up to 15 months of statements. Unfortunately, statements prior to 2004 are not available online.

Non-Deposit Investment Products... ARE NOT FDIC INSURED ARE NOT BANK GUARANTEED MAY LOSE VALUE