HOME > Trust Company > Online Services > PAL Help - Downloading Reports Data
Downloading reports data
You can click on Download in the top frame menu to save report data to a tab-delimited ASCII text file for use in other applications. When you access the Download page, the following options are available:
- Section - Select from Account Summary, Investments, Transactions, Investments Detail, Tax Lot Listing or Transaction Detail.
- Options - Select () to Include column headings and column totals in the saved data. No selection indicates your desire not to include column headings and column totals.
Please note that if you select to download Transactions data, the information saved is based on your preference selection for History Period.
Generally, any downloaded transaction data will include the transactions you currently see on the Portfolio Review. To change the transaction history period, click Prefs on the main menu (see below for more information on Preferences).
After choosing your options, click the Download button to create a download file. When the system indicates "Data is ready. . .", click on Save to File to create a tab-delimited ASCII text file, or click on Reset to cancel the download and make new selections. Note that some browsers will present the prepared data on the screen rather than open the Save dialog box. It may be necessary to use the browser's File/Save As menu to save the text file to your hard drive.
You can return to the Portfolio Review at any time by clicking the Back button on your browser or using the Display drop down selection box.
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.
