Investment Account View

Investment Account View on a Computer

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.