Trust & Wealth Login Login
User Guide
Stay connected to your financial life, anytime, anywhere with the new Trust & Wealth Portal. Whether you need to check your portfolio and account balances, securely share documents or contact a member of our team, we have you covered.
Discover the advantages of having instant access to your portfolio wherever you go:
- It’s Secure – Your personal information is protected, even if your phone is lost or stolen.
- It’s Informative – You can quickly reference unique insights as you manage your personal wealth.
- It’s Convenient – You can easily access important information and organize documents to fit your needs.
Questions or Need Credentials?
Contact Our Trust & Wealth Management Team
Call Us
(844) 221-8595
Email Us
trbtrustandwealth@trb.bank
INVESTMENT AND INSURANCE PRODUCTS ARE NOT A DEPOSIT / NOT FDIC INSURED / MAY LOSE VALUE / NOT BANK GURANTEED / NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY.
TRB Wealth Management, LLC is a Registered Investment Advisor with the Securities and Exchange Commission
Form CRS | Form ADV | Advisor Info
TRB Wealth Management, LLC does business in the name of TRB Trust and Wealth Management. Trust and Family Office services offered exclusively through Texas Regional Bank. The trust department of Texas Regional Bank has engaged TRB Wealth Management, LLC to provide investment advice to Texas Regional Bank for trust department accounts.