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UMB InvestmentDirect®

UMB InvestmentDirectTM is our online gateway to accessing data regarding your trust, custody or retirement account. Flexible and simple to use, you can easily view information in the format you prefer—from an overall summary of your account to a view of transaction details. The information can be displayed through charts and reports, which can be printed with the click of a button. And best of all, UMB InvestmentDirect is free.

UMB InvestmentDirect allows you to view:

  • Account Balances
  • Investment Summaries
  • Asset and Tax Lot Details
  • Posted and Pending Transactions
  • Daily Statements
  • Daily Forecasts

UMB InvestmentDirect is secure. The password protection utilizes 128-bit encryption to protect your personal data. If you require help using the system, you can call us at 877.438.8279 Monday-Friday, 8 a.m.-5 p.m. CT or email us.