Portfolio Account Link (PAL)
Bristol County Savings Bank's Financial Advisory Services is pleased to offer its clients the ability to access their account data 24 hours a day, 365 days a year. We have setup a system in cooperation with SunGard Trust Systems, Inc. that will give our clients the ability to review their portfolios via the internet. As our client you can retrieve your Account Summary, Investment Detail, and Transaction History. Features of PAL include the following:
- No software to install or maintain.
- Graphics, such as Portfolio Percent Asset Allocation Pie Chart or a Market Value Bar Chart
- All data can be downloaded for use with other systems (excel, access, etc.).
- User-definable preferences are available to control the report content
Click here to access PAL
Click here for a PAL demo