 lients of Perkins Coie's Fiduciary and Investment Services are provided online access to trust or investment management accounts at no additional charge. This online access, called Portfolio Account Link (PAL) is available every day of the week.
PAL provides timely account information that is updated as of the close of the prior business day. Clients can view account summaries, lists of investments including tax cost basis, transaction activity, and the allocation of assets in their accounts.
If you are not a client and would like to see a demonstration of PAL's capabilities, please click the demo link below and enter the following Userid and Password:
To download an application form for PAL as well as a user guide and description of the security provided to protect your account information, you will require Adobe Acrobat. Click here to download the PAL application.
If you do not already have Adobe Acrobat Reader on your computer, click here to download.
Mail the completed form to the address given. We can also send you this application via fax or mail. You may choose to allow others, such as you accountant, financial planner, or beneficiary, to have access to your account information. Be sure to indicate on your application the individuals for whom you would like to have access.
Perkins Coie's Fiduciary and Investment Services personnel will contact you to confirm receipt of your application. To ensure account security you will receive your user ID via email and your password through the mail within a week after receipt of your application. You will then be able to access all of the features available on PAL. |
