Access and information from TrustLink
WesBanco is pleased to provide internet access to trust information that gives you
fast, easy access to your trust account 24 hours a day, 7 days a week. It is convenient,
confidential, and allows you to get detailed trust account balance, market values,
and activity information.
Only those trust customers who request a User ID & Password will be included in
the internet access system. Appropriate safeguards exist to
ensure that trust account information is accessible only to those who have been
provided a User ID & Password. To request internet access, simply complete
the User Application and Disclosure Form or call your trust officer.
You must obtain a User Application and Disclosure Form from your trust officer.
Trust account Access User Questions and Answers
Q. What types of trust account information can I access through
TrustLink?
A. TrustLink 's Internet link provides you with around-the-clock
access to your trust account information. Now you can review even more detailed
portfolio information than what is contained within trust account statements, including:
- Trust account summary of assets by major classes (e.g., cash equivalents, fixed
income securities, equities).
- Investment details (including ticker symbols, CUSIPs, and financial ratings).
- Tax lot listings (for taxable accounts).
- Portfolio % and market value pie charts and bar graphs.
- Market value charts.
- The previous day's asset holding profile (including number of shares, current unit
cost, market value and a description of assets held in your portfolio).
- Up to 120 days of recent transactional activity (broken down by asset).
In addition, you can specify information preferences (such as turning on/off certain
fields and selecting the transactional history period) as well as download data
for financial reports or presentations.
Q. What accounts are available for viewing through TrustLink?
A. TrustLink offers web access to your custody, retirement plan services and
Personal Trust accounts.
Q. How often is my trust account information refreshed?
A. The trust account data is updated overnight, every business day.
Q. Can I limit access to particular individuals? Also, can I provide access to my
attorney, accountant or other advisors?
A. Yes. TrustLink simply is an additional way to deliver trust account information,
and access will be limited to those individuals who request this service
and currently receive a statement. When you submit your user application,
you can specify additional individuals whom you wish to have access to this site.
We will send them a separate access ID and password. No other individuals can access
this site to view your trust account information.
Q. How secure will my trust account information be? Is a User ID and Password enough
to keep out intruding third parties?
A. TrustLink and WebLink feature the most advanced Internet access security protocol
to ensure privacy and trust account data protection. The log-on screen requires
not only an assigned User ID and Password but also selection of an identifying image,
personal greeting, and individual challenge questions. We will send you written
confirmation of your User ID and Password under separate cover. Your trust account
ID will be activated five (5) working days following distribution of the confirmation
materials. Passwords will expire and you will be prompted to change passwords periodically.
Q. Can I "bookmark" TrustLink for quick Internet access?
A. Yes. You can bookmark the log-in screen by clicking the "Bookmark" or "Favorites"
icon on your menu bar.
Q. Is there a charge for TrustLink access?
A. No. TrustLink is available to WesBanco Trust customers at no charge. We appreciate
the opportunity to provide you with a variety of trust account information update
options.
Q. How do I sign up for TrustLink? How long does a sign-up take?
A. Simply fill out the TrustLink User Application. Your application will be processed
within two (2) business days of receipt. You will receive written confirmation of
your User ID's and Passwords. Your TrustLink access will
be activated five (5) working days following distribution of the confirmation materials.
Q. Are there other related links available through TrustLink or WesBanco's web site
(e.g., manager profiles, e-mail access to my trust account representatives, etc.)?
A. Yes. We offer a variety of useful links, including:
- On-line contact with WesBanco trust account representatives
- Bloomberg Online (financial news and stock quotes)
- Morningstar (mutual fund information)
- Dictionary of Investment Terms
Not a deposit Not FDIC insured
Not insured by any federal government agency
Not guaranteed by the bank May go down in value
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