unity trust finance

With TrustReporter, you can be confident that your investments are safe and working for you.

One of the features available to you as a trust department client is TrustReporter. This free service gives you the flexibility of 24/7 access to your portfolio, investment holdings, and transactions. You can check your account balance at any time and download information into an Excel spreadsheet.

Browsers currently supported by TrustReporter include:
  • Google Chrome, Mozilla Firefox, Opera, Apple Safari – all versions for Windows
  • Google Chrome, Mozilla Firefox, Opera, Apple Safari – all versions for Macintosh
  • Internet Explorer 7 and higher for Windows
  • Internet Explorer 7 and higher for Macintosh
To use the Trust Reporter service*, you’ll need:
  • Internet access
  • A browser with 128-bit SSL security
  • A TrustReporter username and password assigned by your TrustReporter administrator
  • A screen resolution of 1024×768