Portfolio Account Link

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
http://pal.infinity.com/Prod/login.aspx?fi_id=0537A

Click here for a PAL demo
https://www.tpars.com/prod/login.asp?fi=0975a

Not FDIC Insured – Not DIF Insured – No Bank Guarantee
May Lose Value – Not a Bank Deposit
Not insured by any Federal Government Agency

150 North Main Street, Attleboro, MA

Privacy Policy
Contact Us
|
Sitemap

Serving greater Bristol County Massachusetts with an office in Attleboro, Massachusetts. As a division of Bristol County Savings Bank we also service clients in Taunton, Dartmouth, Fall River, Franklin, New Bedford, North Attleborough, Raynham and Rehoboth Massachusetts and Pawtucket Rhode Island as well as surrounding communities.