Trust Online Account Services

Online Access

Springs Valley Bank & Trust Company is proud to offer online access to your Trust account. This convenient service allows you the benefit of viewing and accessing your account information from virtually anywhere. Please use our secure Contact Us form to sign up today! Please fill out the secure form requesting online access to your account via the Internet. Or, you may fax or mail your completed application back to us, and we will send you a User Name and Password so you can get started. It is that simple.

With Online Account Services, you can view a detailed report that is broken down into three tabs - Overview, Account Details and Preferences. Navigation through all of these tabs is intuitive and easy.

• Overview: Displays Market Value of the account on the date selected, Asset Allocation, and Activity Summary.
• Account Details: Account Details is further broken down into additional tabs:
  • Portfolio: Displays individual holding information such as units, cost and market value.
  • Transactions: Shows recent activity on your account.
  • Performance: Shows the performance of your account for 1 and 3 months, YTD, 1, 3 and 5 years and the full period the account has been opened compared to a Blended Index.
• Statement Center: Allows you to generate and print statements of your account.
• Preference: Allows you to update your password and contact information.