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.