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Finding an account
If you have access to information for more than one account, click the button to the right of the current account number or account name. This will drop down a list of your available accounts.
Click on the account you wish to view. If you have access to information for more than 25 accounts, click on Find More to locate account numbers and names using the "Find Accounts" feature.
- To locate specific accounts, select the "Search Text" radio button () and then enter a text string in the data entry box (for example, "jones" or "4567".) Click the Find button to complete the search.
- You can alternatively select the "Find all of my accounts" radio button () and then click the Find All button to produce a list of all available accounts.
- To refine your search or otherwise begin again, click the Clear button.
If your search selection (using either method above) results in more than 25 account records, you can click the More and Previous buttons at the bottom of the page to move forward and backward through the list.
After you have located a specific account, you can click on the Account Number to return to the report view for that account. Please note that any other accounts located during your search that appear on the current page of search results will also appear in the Accounts drop down selection list when returned to the report view.
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.
