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 Business Systems LLC. 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, and receive statements online.
- 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.).
- Linkage to a financial website: Google Finance, Yahoo Finance or MSN
- User-definable preferences are available to control the report content
Click here to access PAL