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UMB TrustDirect

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.

Current Customers

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.