Trust Online Account Services

Online Access

Springs Valley Financial Advisory Group 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, the Dashboard will display an Aggregated Account View of all accounts held with the Trust Department.  Account details are then broken down into four tabs - Portfolio, Performance, Transactions, and Statements.  Navigation through all of these tabs is intuitive and easy. 

• Portfolio: Displays Primary Class, Market Value, Unrealized Gains/Losses, Portfolio % with further Details available.
• Performance: Displays the Performance of the account selected for the Date Range chosen compared to a selected Benchmark. 
• Transaction: Displays the transactions occurring in the account for the Date Range selected.
• Statements: Allows you to view statements of your account during the Date Range selected.