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Portfolio Account Link (PAL)

Anawon Trust is pleased to offer its clients the ability to access their account data 24 hours a day, 365 days a year.  We have setup a system in cooperation with SunGard Trust Systems, Inc. that will give our clients the ability to review their portfolios via the internet.  As an Anawon client you can retrieve your Account Summary, Investment Detail, and Transaction History.  Features of PAL include the following:

  • No software to install or maintain.
  • Graphics, such as Portfolio Percent Pie Chart or a Market Value Bar Chart are available.
  • All data can be downloaded into a tab-delimited file for use with other systems (excel, access, etc.).
  • User-definable preferences are available to control the report content.
  • Full security options.

Click here if you already have a PAL Account

Click here to see the PAL demo (Username: PAL23 / Password:  demo)

PAL Information Request Form

Select the items that apply, and then let us know how to contact you.

Send company/services literature
I'd like access to my account(s).  Please send me an Enrollment Form

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Site Revision:   06/05/2008