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Access Your Portfolio




PAL

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Portfolio Account  Link

 

Citizens State Bank & Trust Co.'s Trust Services now provides online access to your account portfolio through the Internet. The name of the service is Portfolio Account Link (PAL).

User can view the previous day's snapshot of their asset holdings (includes number of shares, current unit cost and market value, description of assets)-- 60 days (max.) of transactional activity - pie chart and bar graph allocation profiles.  There are no charges for this service.  Access is easy.

PAL features the most advanced Internet access security protocol to ensure privacy and account data protection. The log-on screen requires an assigned user name and personal password ID. Your user name and/or password ID cannot be changed at the user level. In addition, the recommended browser standards allow for sophisticated date encryption for additional protection. These are the same security standards in place nationwide for major institutional on-line banking and investment clients.

NOTE FOR DEMO: When asked for a user ID, use PAL18. The password to see the presentation is DEMO.  Please click on exit in the top right corner when finished to log out of the demo.  You can contact your administrator for more information.

 

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