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.

Investment and Insurance Products:

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

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SunTrust, SunTrust Mortgage, SunTrust PortfolioView, SunTrust Robinson Humphrey, SunTrust Premier Program, AMC Pinnacle, AMC Premier, Access 3, Signature Advantage Brokerage, Custom Choice Loan and SunTrust SummitView are federally registered service marks of SunTrust Banks, Inc. All other trademarks are the property of their respective owners.

Services provided by the following affiliates of SunTrust Banks, Inc.: Banking products and services are provided by SunTrust Bank, Member FDIC. Trust and investment management services are provided by SunTrust Bank, SunTrust Delaware Trust Company and SunTrust Banks Trust Company (Cayman) Limited. Securities, brokerage accounts and insurance (including annuities) are offered by SunTrust Investment Services, Inc., a SEC registered broker-dealer, member FINRA, SIPC, and a licensed insurance agency. Investment advisory services are offered by SunTrust Advisory Services, Inc., and GenSpring Family Offices, LLC, each of which is registered as an investment adviser with the U.S. Securities and Exchange Commission. Mortgage products and services are provided by SunTrust Mortgage, Inc.

SunTrust Mortgage, Inc. - NMLS #2915, 901 Semmes Avenue, Richmond, VA 23224, 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, 1‐888‐473‐4858, MA: Mortgage Lender license #‐ML‐2915, NJ: Mortgage Banker License ‐ New Jersey Department of Banking and Insurance, NY: Licensed Mortgage Banker—NYS Department of Financial Services, 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., a registered broker-dealer, which is a member of FINRA and SIPC, and a licensed insurance agency, and which provides securities, annuities and life insurance products; SunTrust Advisory Services, Inc., a SEC registered investment adviser which provides Investment Advisory 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 Bank, SunTrust Banks Trust Company (Cayman) Limited, SunTrust Delaware Trust Company, SunTrust Investment Services, Inc., and SunTrust Advisory Services, Inc.

SunTrust Bank and its affiliates do not accept fiduciary responsibility for all banking and investment account types offered. Please consult with your SunTrust representative to determine whether SunTrust and its affiliates have agreed to accept fiduciary responsibility for your account(s) and if you have completed the documentation necessary to establish a fiduciary relationship with SunTrust Bank or an affiliate. Additional information regarding account types and important disclosures may be found at www.suntrust.com\investmentinfo.

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.