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 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.
Yes. All information presented can be printed, saved or exported to a spreadsheet.
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 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.
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 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.
No. SunTrust PortfolioView is a view-only application. Please contact your advisor for assistance with trades or disbursements.
Investment and Insurance Products:
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"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., a 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 Advisory Services LLC, a SEC registered investment adviser which provides Investment Advisory services.
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