Wealth Management & Trust Portal

View Intuitive Dashboard

View an intuitive dashboard that provides quick insights front and center, so you know where you stand.

Navigate Summary Data

Easily navigate summary data such as portfolio performance, asset allocation information, holdings, and transactions.

View Holdings

View holdings and transactions data directly from Bank of New York Mellon | Pershing.

View Granular Data

You can view more granular data such as: 

• Cost Basis 
• Cash Invested
• Unrealized Gain/Loss
• Percent Gain/Loss 
• Annual Income
• Yield to Cost

Run Custom Reports

Run custom reports for any date range and check account values as of a specific date. View holdings, positions, market values, cost basis, realized gains and losses and yields. You can export any report as a spreadsheet with one click.

Access Document Vault

Accessing statements and tax documents has never been easier through our secure document vault.

Track Your Net Worth

See your complete financial picture. Your wealth accounts are included automatically and you can link outside assets and liabilities such as your home, personal property or other accounts to build a more complete net worth summary.

Track Your Spending

Connect your bank accounts and credit cards to track cash flow. Your portal shows how much money is coming in, how much is going out and where it's being spent. This can help you stay on top of your day-to-day finances.

Integrated Technology

Through Bank of New York Mellon | Pershing’s technology integration capabilities, we are able to display all data and documents in our Wealth Management & Trust portal. This eliminates the need for clients to access multiple websites to see important account information.