The Private Bank Online Experience – Account Summary

The Account Summary page gives you a high-level “dashboard” for your accounts.


Account Summary
 

A
These convenient tabs are present to help you navigate through the site.
 
B
Use Select Account View to choose viewing personal accounts only or business accounts only. Business owners have the added option of viewing both business and personal accounts simultaneously. You can also set a default view based on your preference.
 
C
If you need personal assistance with your banking relationship, you can rely on your Relationship Manager and team. We also have a dedicated service team standing by to help.
 
D
In the summary of your accounts, you will see a breakout of assets and liabilities, including checking, savings, investments, lines of credit, credit cards, and loan accounts. If you wish to delve further into a particular account, click on the corresponding blue link for information on that account.
 
E
At the bottom of the Account Summary page, you will find an assortment of Wealth Management Resources like current market indices, as well as links to reports and analyses.