Trust Online Account Access
SBI is pleased to offer TrustReporter, an online delivery service for information on your trust and investment accounts.
This free service offers you the ability to view your trust accounts at any time, day or night. Start tracking your trust transactions and portfolio today!
It's easy to sign up! Click the buttons below to get started. We will guide you through the signup process and remain available for further assistance if you have questions or problems after you've started using TrustReporter.
- Summary
- A full year's trust transactions and summary
- History of market value
- A variety of portfolio options
- View your trust portfolio holdings and taxlot reports
- Download your reports in Word or Excel formats
- Easy to navigate and very secure
- Updated on a daily basis
- It's FREE to trust customers
LEGAL, INVESTMENT AND TAX NOTICE: This information is not intended to be and should not be treated as legal advice, investment advice or tax advice. You should under no circumstances rely upon this information as a substitute for obtaining specific legal or tax advice from your own legal or tax advisers.
NOT FDIC INSURED
MAY GO DOWN IN VALUE
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT GUARANTEED BY THE STATE NOR THE BANK
