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.
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.
To contact a SunTrust Private Wealth Management Advisor visit the Our Locations page or call us at 866.495.5416.
SunTrust PortfolioView is a Web-based application that enables SunTrust clients to view asset holdings and detailed transaction information on their accounts maintained on SunTrust’s Trust Accounting system.
Yes, by signing up for eNotification, you will be able to quickly access up to three years of electronic statements with zero clutter or paper waste. For more information, visit the SunTrust.com investment online account services page.
Your PC must have Internet Explorer (IE) 5.01 or higher installed.
Generally, the information presented is current as of the prior business day's close of business. Each page within the application includes an "as of " date so you can be certain.
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.
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.
SunTrust PortfolioView Customer Care is available toll free at 877.422.3993, Monday-Friday 6:30 a.m. to 10 p.m. EST, Saturday-Sunday 7:30 a.m. to 4 p.m. EST.
Investment and Insurance Products:
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Services provided by the following affiliates of SunTrust Banks, Inc.: Banking and trust products, including investment advisory products and services, are provided by SunTrust Bank, member FDIC; securities, insurance (including annuities), and other investment products and services are provided by SunTrust Investment Services, Inc.; investment advisory products and services are offered by SunTrust Investment Services, Inc.; mortgage products and services are provided by SunTrust Mortgage, Inc.
SunTrust Mortgage, Inc. - NMLS #2915, 901 Semmes Avenue, Richmond, VA 23224, toll free 1-800-634-7928 CA: licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act, IL: Illinois Residential Mortgage Licensee #MB-989, Department of Financial and Professional Regulation, 100 W. Randolph, Suite 900, Chicago, IL 60601, (312) 793-1490, MA: Mortgage Lender license #-ML-2915, NH: licensed by the New Hampshire Banking Department, NJ: Mortgage Banker License - New Jersey Department of Banking and Insurance, and RI: Rhode Island Licensed Lender.
"SunTrust Advisors" may be officers and/or associated persons of the following affiliates of SunTrust Banks, Inc.: SunTrust Bank, our commercial bank, which provides banking, trust and asset management services; SunTrust Investment Services, Inc., an SEC registered investment adviser and broker-dealer, which is a member of FINRA and SIPC, and a licensed insurance agency, and which provides securities, annuities and life insurance products, and other investment services.
SunTrust Private Wealth Management, International Wealth Management, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are marketing names used by SunTrust Banks, Inc. and SunTrust Investment Services, Inc.
SunTrust Robinson Humphrey is the trade name for the corporate and investment banking services of SunTrust Banks, Inc. and its subsidiaries, including SunTrust Robinson Humphrey, Inc., member FINRA and SIPC.