What Is Portfolio Online?

The Portfolio Online account management system allows our Wealth Management clients to view transaction and account history for each of their trust accounts in one place. With Portfolio Online, you won’t have to wait for paper statements in the mail to view up-to-date account information.

With Portfolio Online, you can:

  • View current assets and account status
  • Track transactions dating back 16 months
  • Estimate annual income by category
  • Examine market value
  • Download PDFs of your transaction information or generate Excel spreadsheets

Portfolio Online is a complimentary service available to all of our Bank of the West trust account holders. A Wealth Management advisor can help you set up this service and show you how to customize it to your needs.

If at any point you need more help, you can always read our Portfolio Online frequently asked questions, or access our Client Guide.

Bank of the West Wealth Management offers products and services through Bank of the West and its various affiliates and subsidiaries.

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