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With Portfolio Account Link Access you can:

  • View your portfolio summary. The summary contains information on your portfolio composition, sources and uses of funds, portfolio values at the beginning of the month, current portfolio values and gain/loss amounts.
  • Access detailed lists of transactions from the beginning of the month through the close of the previous business day.
  • Review listings of all investments held including: investment name, number of shares, price, tax cost, market value, coupon rate, estimated annual income, current yield and net available cash.

Portfolio Account Link is:

  • Easy: The User Guide provides step-by step instructions. All you need to do is click on "Help" to view the instructions.
  • Timely: Information provided through PAL is updated on a daily basis and includes information regarding your account through the close of the previous business day. Secure: PAL utilizes a sophisticated array of firewalls and state-of-the-art encryption.
  • Free: It's more than convenient, this service is free of charge.

Portfolio Account Access Application

For more information, contact our Wealth Management & Trust Department at 319.291.2000.

Mail to:

Community Bank & Trust
Attn: Trust Department
PO Box 1288
Waterloo, IA 50701