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If this is your first time to log in to the new system, please contact your Relationship Manager for log in instructions.


Otherwise, proceed to the login page.

Portfolio Online Login

Clients can look forward to these important new enhancements beginning November 1, 2007:

  • Name change from Trust Online to Portfolio Online
  • Increased security when logging-in/accessing your account
  • Customizable screens for viewing account information, stock watch lists with live quotes, mini-charts and financial calculators
  • Downloads into Quicken or MS Money
  • Cash-Flow forecasting
  • To receive statements electronically through Portfolio Online, contact your Relationship Manager
  • Easy-to-use "help dashboards" to assist you in becoming familiar with these new enhancements
  • Call your Relationship Manager for personal assistance with these new features