Investment Management & Trust Online

You now have the ability to view your Mechanics Bank investment accounts online 24/7. Through the Investment Management and Trust Services Portfolio Online system, you no longer have to wait for your statement to see your account activity or view your balances.

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Accessing Investment Management & Trust Portfolio Online

To sign up to access the Investment Management & Trust's Portfolio Online system, please contact your account administrator.


Investment Management & Trust Portfolio Online makes it easy to:

  • View information for one or multiple accounts in one session
  • Track asset history over 15 months back
  • Examine market value and estimated annual income by category
  • Download portfolio data into Microsoft Excel (.csv, .txt, .xls)
  • View account history and transaction history
  • Customize reposting
  • Customize account view