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.

What are the PC specifications required for SunTrust PortfolioView?

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

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.

When is support available for SunTrust PortfolioView?

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.

Can I print or save data from SunTrust PortfolioView?

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

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.

Can I receive brokerage account statements and trade confirmations?

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.

Will there be an extra charge for SunTrust PortfolioView?

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

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  • Are Not FDIC or any other Government Agency Insured
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