Portfolio Review

Frequently Asked Questions

Q. What is Portfolio Review?
A. Portfolio Review is a system that allows City National Investments 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.