Investment Account View

Man Thinking About Investments in from of the City Skyline

Convenient Online Access to Investment Account Statements

Investment Account View lets you view your Investment Statements online, see the current market value of your fiduciary accounts and view up-to-the-minute activity and holdings through Portfolio Review.

The statement is presented in PDF format for easy printing or downloading to your computer. You can also download your holdings or gain/loss schedules for any statement end date in spreadsheet format.

Getting Started

To learn more, call us at (800) 708-8881 Monday through Thursday 6:00 a.m. - 5:30 p.m. and Friday 6:00 a.m. - 6:00 p.m. (PT), contact us or visit one of our local City National locations.

Investment and Insurance products:
  • Are Not insured by the FDIC or any other federal government agency
  • Are Not deposits of or guaranteed by a Bank or any Bank Affiliate
  • May Lose Value