UMB TrustDirect is our secure, online gateway to accessing data regarding trust, custody or retirement accounts. Flexible and simple to use, you can view information in the format you prefer — from an overall summary of accounts, 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 TrustDirect is free.
If you are a current TrustDirect customer, you can sign in to view your account information.
UMB TrustDirect Features
UMB TrustDirect allows you to view:
- Account Balances
- Investment Summaries
- Asset and Tax Lot Details
- Posted and Pending Transactions
- Daily Statements
- Daily Forecasts
Interested in UMB TrustDirect?
If you have questions or would like to set up your TrustDirect online retirement account, contact us today.