Portfolio Account Link (clients only)

Clients of Ruder Ware's Fiduciary Services Department are provided online access to trust or investment management accounts at no additional charge. This online access, called Portfolio Account Link (PAL) is available every day of the week.

PAL provides timely account information that is updated as of the close of the prior business day. Clients can view account summaries, lists of investments including tax cost basis, transaction activity, and the allocation of assets in their accounts.

If you are not a client and would like to see a demonstration of PAL's capabilities, please click the PAL Test Link and enter the following: User id: Ruder Password: Wealth

If you are a current client and would like to enroll in PAL, please contact Patrick Gosz at 715.845.4336.

 
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