Wealth Management Access
DNB First wants to make it easy for you to manage all your financial relationships. That’s why, we’re pleased to offer Cconnect Online Access. This convenient feature lets you stay on top of your trust and investment accounts right from your computer. You can view –
- Your Account Summary. See your portfolio segments and corresponding amounts/percents within your portfolio
- Daily Investments. Get up-to- date holding information, such as units, cost, and market values
- Daily Transactions. Cconnect Online Access will enable you to view transactions that have occurred in your portfolio. You’ll see 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
- Helpful Graphs.You can view your portfolio and current market values in 3-D graph form, making it easy to see how your funds are allocated
If you need to see more specific information, we can also provide you with detailed information about all your holdings, including tax holdings.
Sign up today. It’s easy.
- Contact the Wealth Management Group at 484-359-3575 to obtain an application form
- Complete and return the form
- Once you’ve been set up, simply Click here and sign in