| 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. |