Trust Account Access (Portfolio Account Link)

Portfolio Account Link (PAL) enables trust clients to access vital account information via the Web. Clients can access information on their account if they have an internet connection and security clearance. PAL clients can view their account summary, monitor their portfolio, and observe their transaction activity. Users also can view, print and download detailed reports. If you currently have a Trust account through Paragon Trust, please contact an Account Administrator at 1.888.612.9511 to sign up for this application.

PAL
(Portfolio Account Link)






Trust services are available in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements.