FAQ's

Your Search for "Wealth Management" found 16 results

What's the criteria to be a Private Wealth management client?

Private Wealth Management focuses on clients that have a need for a more sophisticated, more personalized approach to managing wealth.  Due to the increased client focus with providing this personalized approach, clients typically have  $1 million or more  in investable assets.

What makes SunTrust's Private Wealth Management team different?

Unlike many firms, we view wealth management and financial planning as continual processes, not one-time or periodic events.  The effectiveness of our wealth management approach is enhanced by a highly personalized relationship with your client advisor, as we partner with you through life's constant changes.

How can I find a Client Advisor near me?

To contact a SunTrust Private Wealth Management Advisor visit the Our Locations page or call us at 866.495.5416.

Will there be an extra charge for SunTrust PortfolioView?

No. We are pleased to provide SunTrust PortfolioView at no additional charge.

How do I sign up for SunTrust PortfolioView?

Contact your advisor, who will provide you with the necessary forms to sign. Once signed authorizations are received, you should have access to SunTrust PortfolioView within 10 business days.

What are the PC specifications required for SunTrust PortfolioView?

Your PC must have Internet Explorer (IE) 5.01 or higher installed.

Will SunTrust Customer Care answer questions specific to my account?

Your advisor is in the best position to answer your account-specific questions. SunTrust Customer Care will assist you with password resets and will also forward any additional requests to your advisor or other appropriate individuals.

Can I print or save data from SunTrust PortfolioView?

Yes. All information presented can be printed, saved or exported to a spreadsheet.

What information does SunTrust PortfolioView provide?

Detailed information is provided on client accounts, including current asset allocation, detailed holdings, bond maturity schedules, historical market values, and both historical and pending transaction information. You can sort virtually all of the data presented in the way you find most helpfulso that you see only what you want to see.

Who do I call for help with SunTrust PortfolioView?

Your advisor will be happy to show you how to navigate and locate information on your accounts in SunTrust PortfolioView, as well as help resolve any issues that you encounter. SunTrust PortfolioView Customer Care is also available toll free at 877.422.3993.

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