Portfolio Review

Frequently Asked Questions

Q. What is Portfolio Review?
A.Portfolio Review is a system that allows City National Trust clients to review their assets and historical account activity online.

Q. If I am a trust client, how do I get Portfolio Review?
A. Contact your Trust Officer at (800) 708-8881 to establish your online access.

Q. Is there a fee for Portfolio Review?
A. No, there is no fee for Portfolio Review.

Q. What if I can't log in to the system?
A. Contact our City National Technical Support Group at (877) 442-4262.

Q. What if I forgot my User ID or password?
A. Contact the City National Technical Support Group at (877) 442-4262.
Passwords must be at least six characters in length but are not restricted to the type of characters you use (alpha or numeric is acceptable). Passwords are not case sensitive.

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