Online Banking - Client Logins

Please bookmark this page to use when log in into your accounts. Make sure the www.amgnational.com URL apprears in your navigation bar before following any links to login. AMG National Trust Bank clients have 24-hour access to detailed information about their AMG National Trust Bank accounts. Services include the following:

Portfolio Review
If you custody some of your assets with AMG National Trust Bank, you can receive online access to account information. Our Portfolio Review service is updated on a daily basis and presents account financial data in three sections:

Account Summary displays the total of each asset category (called “Investment Segements”) in the portfolio currently being displayed.
Investments lists the individual securities in each Investment Segment.
Transaction Activity displays the date, description and cash/investment totals for account transactions occurring during a period of time specified by the user.

Users can also review supplemental information, including detailed security data for all of the holdings in each Investment Segement, a market value chart, a portfolio chart that shows each Investment Segment value as a percent of the total portolio, and much more.

Performance Reporting
If you custody all of your assets with AMG National Trust Bank, you can also receive online performance reports, updated once a month. Our Performance Reporting service provides AMG National Trust Bank clients with detailed performance information that includes ending market value, total return, portfolio allocation, investment efficiency and more. If you have accounts custodied at AMG National Trust and would like to sign up for online access, please contact us.

Our Retirement Direct service provides employers and plan participants 24/7 access to daily account balances and investment selections for company-sponsored retirement plan accounts.