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Check your Trust Balances

As a valued Charlotte State Bank & Trust client, we are happy to provide you with the ability to quickly and easily check the balance(s) of your investment account(s) online.

Registered clients with an assigned user ID and password have secure access to your accounts 24 hours a day, 365 days a year.

If you are already a registered Trust client, access your account here.


If you are not currently registered and would like to add that capability, please contact us at (941) 624-5400 or email us.


Thank you for maintaining your trust and investment accounts with Charlotte State Bank & Trust.

Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any Federal government agency, and are subject to investment risks, including possible loss of principal.