Portfolio Account Link
As a client of Perkins Coie Trust Company you have online access to your trust or investment account. This online account access provides you with timely account information including:
- Updated market values of the account (most assets are priced daily).
- A list of individual security holdings for each account, including tax cost basis.
- A display of all transactions during a given period, as well as pending trades.
- Graphical illustrations of asset allocation in your account and market values for each asset class.
Demo of Portfolio Account Link
For first time users, we provide a demonstration. To see a Portfolio Account Link demonstration, you will need to enter the following information:
User ID: DEMO05
Once you have registered and received your user ID and password, you will have full access to your trust or investment account.
Portfolio Account Link can be accessed from any page on our website. After entering your user ID and password, you will be taken directly to the screen containing your account information.
All account information is updated on a regular basis – equities, corporate and government bonds are priced daily; municipal bonds weekly.
We hope that you will find Portfolio Account Link a valuable tool. If you have any questions, please contact:
Strong cyber hygiene development and practice includes; the implementation of robust passwords, and the security of devices especially when travelling. Determine if encryption for phones, laptops and smart devices may be needed. Also, remember utilize detection software for protection from spear-phishing (an email fraud attempt targeting confidential information) and malware (software intended to damage or disable systems).