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Internet Trust Portfolio Access
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Click on the DEMO link to the left and enter the User ID and Password provided below. |
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Demo User ID: PAL15 |
Demo Password: demo |
| eTrust is our Internet Trust Portfolio Access product. It enables you to retrieve your pertinent account information via the World Wide Web.
For all your eligible Trust accounts you can view:
- Account Summary - Displays portfolio segments and corresponding amounts/percents.
- Investments - Displays individual holding information such as units, cost and market value. Also includes tax detail.
- Transaction Activity - Shows beginning/ending balances and all activity for the specified time period. Also displays detailed information for the transaction.
- Investment Detail - Displays a detailed examination of all investments held showing a variety of detail about the holding. This report is customizable
- Tax Lot Listing - Shows an alphabetical display of all holdings with detail about individual tax lots.
- Reports - Download investment information to your spreadsheet application for customized reports.
Technical Requirements:
- Internet Accessibility
- Internet Explorer 5.5 or Netscape Navigator 6.0.
Please call 610-995-1700 for more details.
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