For any questions or for help getting started with PNC Wealth Insight, contact us today.
Gain a clear view of your assets to help you and your advisor determine where you stand, what you have and where you're headed.
PNC Wealth Insight empowers you to make stronger connections with your PNC Wealth Management® team to have better conversations and make more informed financial decisions together. Combined with the guidance of your advisory team, PNC Wealth Insight offers you a differentiated experience through intelligent, distinct and simple capabilities.
As a PNC Wealth Insight client you can utilize time-saving capabilities by signing up for Online Statements and accessing your tax documents faster in one secure online location.
Achieving wealth is just the beginning of your journey – one that is met with the satisfaction of security, transparency, and experienced guidance. With PNC Wealth Insight, you and your Wealth Management advisors will have access to the same resources to work together on growing your assets.
The Brief provides a summary of all your Wealth Management accounts. Check in anytime to see current balances, performance and asset allocations, pending transactions and month-to-date income. Use this section to develop a general understanding of your accounts and then select a specific area (e.g., Allocation) to access more detail.
With the Net Worth tab, you can see a comprehensive picture of your net worth — not a fragmented view. This personal balance sheet allows a holistic snapshot of your assets and liabilities. Not only does Net Worth provide a view of your PNC accounts, but it can also include your homes, cars, investment accounts with other institutions, and even that old stamp collection you have in the attic. Organize and name items any way you choose.
The Research tab delivers breaking financial news and information to help you stay on top of the market. Find charts, graphs, videos, downloadable proprietary reports, and commentary from PNC professionals. Proprietary research, perspective and data from PNC Investment Corner, plus tools and content from leading providers to help you make more informed decisions.
Online Trading brings the convenience of your PNC Investments Brokerage Plus account at your fingertips within PNC Wealth Insight. In addition to making more-informed decisions through your PNC advisor, you now have the ability to carry out independent transactions with a qualifying Brokerage Plus account. Accomplishing your investment goals has never been easier.
As you gain insight, you begin to think more critically about your financial goals. The combined use of PNC Wealth Insight’s capabilities and your professional advisory team creates a strong connection, and builds meaningful conversations around the question of “How am I doing?”
With Allocation, you’ll be able to determine if your portfolio is in balance as market conditions change. You can quickly compare your current asset mix against your target, and even see the subclasses within your asset allocation. One click allows you to view your holdings by sector or get relevant details on a specific holding. This view represents your aggregate allocation across your accounts included in My PNC folio.
Account performance is a key factor in determining if your investments are (or aren’t) reaching their full potential, and if any future adjustments need to be made. Need projections over a certain time frame? With Performance you now have the ability to see how your accounts have performed over a selected period of time—both in terms of account balance (in dollars) and rate of return (in percentile). This allows you to understand the factors that influence changes to account values and how accounts performed relative to any number of popular industry benchmarks1.
Stay informed about every investment move on your accounts. Transactions allows you to see all of the detailed activity on your accounts highlighted with My PNC folio. This tab also gives you quick access to detailed information for past and pending activity in your Wealth Management accounts. Powerful filtering and search tools help you locate the information you need quickly.
Now that you have made substantial progress in your journey, it’s time to truly maximize your financial well-being. Optimizing the tools PNC Wealth Insight has to offer allows your trusted team to preserve a legacy for generations to come. Retain your peace of mind and continue to focus on what you value most.
We understand the need to view a simple, yet visual representation of your realized investment income so that you can continue to achieve more. Need projections over a certain time frame? With this feature, you can view your income over the course of a calendar year, or on a month-to-month basis. Additionally, Income allows you to see how your investment income compares to any net contributions (monies added) or withdrawals (monies transferred out of the account) during the current calendar year.
As a PNC Wealth Management customer, you also gain an extra level of account transparency. The Interested Party capability allows you to securely grant online access to your account information, investment advisory and trust statements using PNC Online Banking. While being a great tool for allowing account delegation from those you trust, it also provides yet another way to work together with your PNC Wealth Management team.
This feature enables you see other PNC accounts to which an account owner has given you Interested Party access that you can't see through your User ID and Password (e.g., your spouse's accounts or accounts set up through another tax ID). Consolidate qualifying accounts, while integrating all login credentials into one, convenient sign-on.
“Among full-service businesses, PNC Wealth Management stands out for PNC Wealth Insight, which displays performance across multiple time frames and supports comparisons to benchmarks [that the client selects].”
Must-Have Features For Client Sites Of Wealth Management Firms, Forrester Research, Inc., June 2013.
PNC Wealth Insight is offered as a service to PNC Wealth Management clients. Whether you're a current client and want to get started or want to learn more about wealth management from PNC, contact us to schedule a meeting at a location near you.
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After developing a fluent investment user interface, we went a step further by integrating exclusive features you’ll receive as a valued Wealth Management client. Select paperless statements, grant access to your accounts to an Interested Party, export data using Quicken Direct Connect functionality, consolidate accounts, carry over your Brokerage Plus accounts for online trading, access tax documents, and have access to a highly-seasoned Wealth Management team at your fingertips.
All Wealth Management clients that have Investment Management or Trust accounts, and/or PNCI Brokerage accounts, are eligible to use Wealth Insight.
In order to use PNC Wealth Insight, you must have either an Investment Management account, Trust account and/or be a Wealth Management client with a Brokerage Plus account. If you are already enrolled in PNC Online (pnc.com), you will automatically have access to PNC Wealth Insight; there is no separate enrollment process for PNC Wealth Insight.
Yes. You or your Advisor can call the PNC Wealth Insight technical support at 1-877-491-0775 for assistance.
In Online Banking, you can access Wealth Insight by going to the Investment and Wealth Management section on your Summary page under My Accounts (commonly referred to as the “Account Summary Screen”). By selecting Wealth Insight under the Wealth Management Accounts, you will be able to access PNC Wealth Insight.
Please Note: You must have an Investment Management or Trust account to access PNC Wealth Insight.
If you already have access to the PNC Wealth Insight website using your Online Banking User ID and Password, you do not need to take any further action to request access to the mobile PNC Wealth Insight app. After you download and install the PNC Wealth Insight mobile app you can use your existing credentials to log in. Users will need to accept the mobile app terms and conditions.
To Download: The PNC Wealth Insight mobile app is available via iTunes App Store for the iPhone and through Google Play for Android devices. You can simply access the appropriate marketplace for your device type to download and install the app.
PNC Wealth Insight® includes all PNC accounts of which our clients individually are the sole or joint owner, as well as other PNC accounts (“Non-Ownership Accounts”) in which our clients have an interest (for example as a fiduciary, such as a trustee or executor, or beneficiary of a trust) or for which our clients have been authorized to see information.
Based upon our clients’ PNC Online User ID, PNC Wealth Insight® may include information regarding one or more Non-Ownership Accounts. This means that the information available to them on the various PNC Wealth Insight® tabs reflects both assets of which they are a sole or joint owner and the assets of those Non-Ownership Accounts, where they may not directly own the trust or other account assets and may not be entitled to receive the income from the trust or other account. PNC Wealth Insight® helps to identify the Non-Ownership Accounts included in PNC Wealth Insight® by using the following account relationship icon: Future enhancements to PNC Wealth Insight® capabilities may separately identify Non-Ownership Account income or assets in order to refine the information we share with our clients.
Net Worth is provided for informational purposes only and is not to be relied upon by you or any third party to make financial or other decisions. Net Worth may include information on assets not held in a PNC account. PNC does not represent that the value of such assets is accurate or that you have any ownership interest or right to access such assets. PNC obtains information from third party sites once a day. Therefore, the information could be different than shown for your accounts on the third party site. Please refer to the User Agreement for more information.
The PNC Financial Services Group, Inc. (“PNC”) uses the marketing name PNC Wealth Management® to provide investment and wealth management, fiduciary services, FDIC-insured banking products and services, and lending of funds through its subsidiary, PNC Bank, National Association (“PNC Bank”), which is a Member FDIC, and to provide specific fiduciary and agency services through its subsidiary, PNC Delaware Trust Company or PNC Ohio Trust Company. Securities products, brokerage services, and managed account advisory services are offered by PNC Investments LLC, a registered broker-dealer and a registered investment adviser and member of FINRA and SIPC. Insurance products may be provided through PNC Insurance Services, LLC, a licensed insurance agency affiliate of PNC, or through licensed insurance agencies that are not affiliated with PNC; in either case a licensed insurance affiliate may receive compensation if you choose to purchase insurance through these programs. A decision to purchase insurance will not affect the cost or availability of other products or services from PNC or its affiliates. PNC does not provide legal, tax, or accounting advice unless, with respect to tax advice, PNC Bank has entered into a written tax services agreement. PNC does not provide services in any jurisdiction in which it is not authorized to conduct business. PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act (“Act”). Investment management and related products and services provided to a “municipal entity” or “obligated person” regarding “proceeds of municipal securities” (as such terms are defined in the Act) will be provided by PNC Capital Advisors, LLC, a wholly-owned subsidiary of PNC Bank and SEC registered investment adviser.
“PNC Wealth Management” is a registered trademark of The PNC Financial Services Group, Inc.
Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value.
Insurance: Not FDIC Insured. No Bank or Federal Government Guarantee. Not a Deposit. May Lose Value.