Trust & Investment Management WebLink System
Use this option to access your investment portfolio account if you are a
client of Exchange Bank Trust & Investment Management.
IMPORTANT NOTICE: On October 26th, we released an update to WebLink in order to enhance the security of the system.
If this is your first time logging in, please check your email account for an email on October 18th from Exchange Bank
detailing the new features and how to log in. You will also need the email received from ProfileManagement@rt-wms.com
on October 26th with your temporary password.
For additional information, please click
click here to download the WebLink User Guide (PDF) or here to download the October 2013
Enhancement Guide (PDF).
My Qualified Retirement Plan
Use this option to access your employer-sponsored 401(k), 403(b) or 457 retirement plan through our daily valuation recordkeeping system.