SunTrust Bank PortfolioView, SunTrust portfolio access, current asset allocation, detailed holdings,

SunTrust PortfolioView

Online Account Management Tool

We value your relationship with SunTrust and strive to help you manage your investment portfolio securely and easily. SunTrust PortfolioView is a free account management service that allows you to monitor and analyze asset information, bond maturity schedules, historical market values and up to 18 months of statements and transactions information.

Easily navigate and organize your investment, trust or custody accounts, whether you need a detailed analysis or a snapshot of your assets or transactions. Call your Client Advisor today to enroll.

Questions about PortfolioView:
Answer:
Who can use PortfolioView?

Service is available to anyone with a SunTrust investment management, custody or trust account.

What does PortfolioView offer?

Summarized and in-depth account details, balances and transactions, as well as historical asset values and transaction information.

When can I view my account?

Access your online investment portfolio any time, anywhere.

Can I download account details?

Download and save up to 18 months of account statements. You can also print and export information to a spreadsheet.

If you are an existing PortfolioView client and have questions, please call your Client Advisor or the Private Wealth Management Client Care Center at 877.422.3993.

If you are interested in setting up a PortfolioView account, please contact your Client Advisor.

Securities, Investment and Insurance Products and Services:

  • Are Not FDIC or any other Government Agency Insured
  • Are Not Bank Guaranteed
  • May Lose Value

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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., an SEC registered broker/dealer and a member of the FINRA and SIPC, and a licensed insurance agency; investment advisory products and services are offered by SunTrust Investment Services, Inc. and Ridgeworth Capital Management, Inc.; mortgage products and services are provided by SunTrust Mortgage, Inc.

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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., 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., SunTrust Investment Services, Inc., and Ridgeworth Capital Management, 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.