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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