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Online access to your Wealth Management Account.

Accessing your account has never been easier than right now with Portfolio Online. Traditional Trust account, IRA, Managed accounts or even agency accounts can now be viewed online with our Internet based product.


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Industry standard security and enhanced graphics will make your online experience safe and enjoyable. You can view and print your account statements online with our new interface.

Talk to your Personal Asset Management or Retirement Plan Services Representative and get started using Portfolio Online.

  • Industry standard security.
  • Multiple portfolio views.
  • Statement viewing and printing.
  • Enhanced graphics.
  • Downloading capabilities.
  • Account activity viewing.
  • Retirement planning & Investment calculators.
  • Multiple account access.

If you are interested in learning more about Portfolio Online you can contact your Personal Asset Management or Retirement Plan Services Representative or call 800-882-6935 and ask to speak to an Account Representative.





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P.O. Box 1602, South Bend, IN 46634
(574) 235-2000