HOME > Trust Company > Online Services > PAL Help - User Preferences
User preferences
To customize the data you see in your report, click on Prefs in the top frame menu of the Portfolio Review. Default selections are already in place the first time you enter the Preferences page. However, you are encouraged to update the following options:
- Customize Columns on Investments Detail Page - Indicate individual columns to be included whenever you view the Investments Detail page. Marked column headings () will appear on the report. Click on any corresponding checkmark to unmark () the column heading. Unmarked column headings will not appear in the report.
- Select History Period - Determine the transaction history time period. Valid options are Month to date, Calendar Quarter to date, Year to date, or All Available Transactions. A marked radio button () indicates the current selection. Click on any unmarked radio button () to change the option.
- Transaction Activity Order - Select either Security name with subtotals OR Chronological order as your preferred method of sorting transactions. A marked radio button () indicates the current selection. Click on any unmarked radio button () to change the option. After changing your preferences, you must click on the Update Display Preferences button to save your options. To return to original system settings, click on the Revert to Default button. After saving your preferences, click the Go! button in the display panel to return to the Portfolio Review with your preferences applied.
- Changing Passwords - allows you to change the temporary password assigned by FRTC (or to change your current password if you believe it may have been compromised). From the boxes provided, type in your new password and verify this by entering it one more time on the space provided. Click in Apply to save your changes. The next time you log in, your new password will be in effect.
While precaution has been taken to ensure information is transmitted safely and securely, First Republic Trust Company does not guarantee or warrant the privacy or security of information on the internet. Account information via PAL is for inquiry purposes only. While information cannot be altered, it can be downloaded for financial reports and presentations.
