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UMB InvestmentDirect™

UMB InvestmentDirect is your online gateway to accessing data regarding your trust, custody or retirement account. Designed with you in mind, this wealth portal features powerful reporting tools and user-friendly navigation. 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.

UMB InvestmentDirect™ allows you to view:

  • Account balances
  • Monthly statements
  • Asset and tax lot details
  • Unrealized gains and losses
  • Current and historical transactions
  • The value of your account over a specified period
  • Your account organized by asset class

UMB InvestmentDirect™  is secure and compatible with Internet Explorer 8, Safari 5, Firefox 3 and later versions of each, in addition to Google Chrome. The password protection utilizes 128-bit encryption to ensure your personal data remains uncompromised. If you require help using the system, you can call us toll-free at 877.438.8279 Monday - Friday, 8 a.m. - 5 p.m. CT. For questions about your account, please contact your administrator.