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Online and Mobile Access

Current online users click here to sign in to the Trust & Wealth Management Client Portal.

Please contact a member of the Citizens 1st National Bank Trust & Wealth Management team during regular business hours at (712) 732-5440 to verify your eligibility to enroll as a new user.

Through the Trust & Wealth Management Client Portal you can monitor your retirement or investment management accounts online and on your mobile device. 

Online access gives you the ability to:

  • Monitor your accounts to view current asset positions, transaction history, and performance data.
  • Enroll in online web statements.
  • Assign an "Alias" name to your account for convenient identification.
  • Set up Dashboards to view information (top holdings, gain/loss, major market segments, etc.) quickly.
  • Add or remove information such as gain/loss, yields, estimated annual income and acquired dates.