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.

Helpful Links

Accessing Investment Management & Trust Portfolio Online

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

Features

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