FAQs on Trust Accounts

If I use M&I's Portfolio Online, can I access Portfolio Online from within M&I Online Banking?

Please contact your M&I Wealth Management primary relationship manager to discuss eligibility and set up.

Who do I call if I have questions about my trust account(s)?

Contact your M&I Wealth Management primary relationship manager.

If I am encountering technical difficulties with Portfolio Online from within M&I Online Banking, who should I contact?

Contact your M&I Wealth Management primary relationship manager.