Portfolio Review

Man with glasses reviewing his online portfolio review on computer

About Reviewing Your Trust Assets & Accounts Online

Online Portfolio Review allows City National clients to review their fiduciary assets and historical account activity online.

  • There is no fee for this service.

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.