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.
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.
Your PC must have Internet Explorer (IE) 5.01 or higher installed.
Yes. All information presented can be printed, saved or exported to a spreadsheet.
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.
No. SunTrust PortfolioView is a view-only application. Please contact your advisor for assistance with trades or disbursements.
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.
Investment and Insurance Products:
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