CLIENT PORTAL GUIDE
Getting Started
Access your trust account information anytime, anywhere. The ClearPoint Trust Client Portal provides secure, 24/7 access to account details, reports, and important account activity from any device.
Review the Client Portal User Guide and training materials to learn how to access and manage your account
Client Portal Benefits
Secure Online Access
View your account information through a secure, password-protected portal.
Available 24/7
Access current account information whenever you need it, from any location.
Up-to-Date Information
Stay informed with timely account details and reporting.
Accessible on Any Device
Manage your account from your desktop, tablet, or mobile device.
About
ClearPoint Trust, a division of Community Bank, N.A. (“ClearPoint Trust”), is an industry leader in providing fiduciary services, investment management, recordkeeping, and reporting, with regulatory and compliance expertise.