If you currently have an Investment or Trust account with DNB First you can sign up for eTrustAccess. Which is DNB First's way of letting you, the user, view your portfolio without leaving home. With Trust Access, you can perform the following basic functions.

View your account summary -
It will display your portfolio segments and corresponding amounts/percents within your portfolio.

View your investments daily -
Trust Access will provide you with up to date holding information such as units, cost, and market values.

View daily transactions -
Trust Access will enable you to view transactions that have occurred in your portfolio. It will show the beginning and ending balances and all activity for a specified time period. You will also be able to see any detailed information for the transaction you choose.

Graphs -
You can view your portfolio and current market values in 3-D
graph form.

If that is not enough information for you, then select the detailed version. The detailed version allows you to have all the options of the basic version, plus you will get the following;

Investment detail -
Detailed information of all holdings within your account including tax lot holdings. You will be able to customize this report to your preferences.

To sign up for Trust Access you must have a current Investment or Trust account with DNB First. Please contact the Trust and Investment Group at 610-269-4657 to obtain an application form. You will be required to complete the form, choose your account access name and password. Return the form via mail, fax, or dropping it off at our office. After you are set up, then just go to the Trust Access icon on DNB First's home page and sign in.

If you wish to open an Investment or Trust account with us, call Cheryl Burkey, Vice President & Senior Trust Officer
at (610) 269- 4657.