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Portfolio Access Link
Gain access to your account information at the click of a button. Through Portfolio Access Link “PAL”, you can view detailed information on your trust, custody or business escrow account with First Republic Trust Company. Available account data includes:
- Account summary
- Investment details
- Asset holding profile
- 12 months of transaction history
- Tax lot listing
- And more information presented in tables, charts and graphs
All these you can have in a click!
While precaution has been taken to ensure information is transmitted safely and securely, First Republic Trust Company does not guarantee or warrant the privacy or security of information on the internet. Account information via PAL is for inquiry purposes only. While information cannot be altered, it can be downloaded for financial reports and presentations.
