Portfolio Review

Man with glasses reviewing his online portfolio review on computer

About Reviewing Your Trust Assets & Accounts Online

Online Portfolio Review allows City National clients to review their fiduciary assets and historical account activity online.

  • There is no fee for this service.

Getting Started

To learn more, call us at (800) 708-8881, Monday through Thursday, 6:00 a.m. to 5:30 p.m., and Friday, 6:00 a.m. to 6:00 p.m. (PT). You can also contact us online or visit one of our local City National locations.