Portfolio Online
This feature provides plan financial reporting information (trust system) for individuals with Self Directed Accounts and individuals with Trust accounts.

If you have a Self Directed Account and would like to utilize this feature, you will need a user ID and password, please contact your employer who will contact the bank to set up your user ID and password.

If you do not have a Self Directed Account but are an employee who is attempting to receive personal retirement plan account information, please click here.

If you have a personal trust account and would like to access your account, please contact your account administrator for a user ID and password.

Portfolio Online offers easy access to holdings and transaction data by providing information in a secured, real-time environment via the World Wide Web. Utilizing this powerful website, users can:

• Download data from our Trust System to your PC or a professional portfolio management application. Use various sorting options, including posting date, CUSIP number, dollar amount or predefined tax code (activity) grouping to find information quickly and efficiently.
• View individual accounts or combine multiple accounts.
• Directly enter trade information for electronic upload to our Trust System via the Internet.
• Access high level graphical displays of summary information for current and past account holdings. Portfolio summary and detail information can be viewed by trade date or settlement date. And, holdings are presented in custodial-institution defined asset categories such as Cash & Equivalents, Common Stocks and Fixed Income, with the ability to provide sector and industry level groupings.
• Review tax lot information, categorized by registration code, for portfolio holdings. This assists in determining the tax consequences of selling securities.
• Research specific portfolio holdings, transactions and security information via the Internet.
• Electronic trade initiation bypasses the need for telephone calls or faxes.
• Direct communication from our Trust System to the investment manager's portfolio management system reduces the need for manual handling of data and statement delivery.
• Support for and the use of Portfolio Online is made easier through the inclusion of a comprehensive online help system. Flash tutorial instructions guide investment advisors through each of the powerful functions of Portfolio Online.

For more information on Portfolio Online, please contact one of the following -