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 portfolio management software and financial dashboard 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 using SunTrust PortfolioView’s suite of portfolio management tools. Call your Client Advisor today to enroll.

SunTrust PortfolioView
 
Frequently Asked Questions

Frequently Asked Questions about PortfolioView:

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 anytime, 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.

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Wealth Management Resource Center

  • Market Perspective

    SunTrust Private Wealth Management’s Market Perspective provides a view of the latest market events. Read the most recent report here.

  • Investing Amid a Carousel of Concerns

    The Carousel of Concerns, a mainstay of this bull market, continues to turn. As one worry recedes and another comes to the forefront, we anticipate modestly positive year ahead. Here are the key themes to watch out for in 2019.

  • SunTrust Investment Advisory Group: Weekly Market Monitor

    The SunTrust Weekly Market Monitor provides a view of last week’s market events.

  • CNBC: “Intense buying” suggests a path higher

    Chief Market Strategist Keith Lerner appeared on CNBC’s “Squawk on the Street” to discuss trade headlines, expectations going forward, S&P forward earnings estimates and more.

  • CNBC: Tariff Uncertainty Drives Market

    Chief Market Strategist Keith Lerner joined CNBC’s “Squawk on the Street” to discuss recent market choppiness, trade concerns, and our current view of the US economy.

  • Contact Us

      To speak with a Private Wealth Management advisor.

      866.495.5416