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Online Trust Services

Having access to your account is crucial to stay on top of your financial plan. Our online services can help you keep track of your accounts and keep you well informed.

First-Time Users — Get Started

Sign in to Weblink and enter your user name and temporary password. If you don’t know your user name or password, please call 585.336.1300.

Weblink  Weblink User Guide (pdf)

View your portfolio and daily account transactions, create reports, and view your online statements.

When you want access to your account information, all you have to do is sign in to Weblink.

Here’s what you’ll find:

  • Immediate access to your portfolio information:
    • Portfolio information will be displayed on:
      • A settled or traded basis
      • Current or as-of-trade date basis
    • The option to have your portfolio information displayed graphically.
  • Long and short term gains/losses information
  • Ticker symbol links to an investment information site
  • Cash projection information for up to 99 days
  • Access to information on individual asset or transaction detail, including individual tax lot information for each asset
  • Access to your portfolio and trust account statements
  • Status of your trades using customized reports with the ability to print and/or download to your own spreadsheet

If you have any questions about our online services please call 585.336.1300.

We welcome the opportunity to meet with you to discuss your particular situation