What type of account information can I access through the Portfolio Access Link (PAL)?
PAL provides you with around the clock access to your account information. Now you can review even more detailed portfolio information than what is contained within account statements, including: • Account Summary of assets by major classes (ex. cash equivalents, fixed income securities, equities etc.) • Investment details (including ticker symbols, CUSIPS, P/E ratios and financial ratings • Tax lot listings (for taxable accounts) • Portfolio % and market value pie charts and bar graphs • Market Value charts • Previous day’s or previous month’s end asset-holding profile (including the number of shares, current unit cost, market value and a description of the assets held in your portfolio) • Up to a year of recent transactional activity (chronological or broken down by asset) In addition, you can specify information preferences (such as turning on/off certain fields and selecting the transaction history period) as well as download data for financial reports or presentations.
