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Managing Investments

Brokerage
Place trades, review order status, receive quotes and market data.
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Foundation Source
Access and manage your private foundations online. Send grant checks, check balances and more.
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Investment Account View
Trust clients can access their accounts and statements online with one user name and password.
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Money Market Transfer
The Client-Initiated Money Market Transfer service allows clients to request transfers between their City National Securities (“CNS”) brokerage account and its linked City National Bank (“CNB”) deposit account.
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Portfolio Review
Trust clients can review their assets and historical account activity online with this simple to use service.
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