Portfolio Online
Our Portfolio Online service is designed and offered to customers of Provident Trust Company to access their account information 24 hours a day, seven days a week.
By utilizing Portfolio Online customers of Provident Trust Company can:
- Easily change their view of account holdings and view all assets or a specific asset type.
- Easily view acquisition dates and cost basis information for all holdings.
- View account transactions in a summary or detail format.
- View pending trades.
- Utilize the cash forecasting tool for receipts and disbursements.
- Download transactions to Microsoft Money.
- Download asset or transaction information to an Excel spreadsheet.
- Create custom downloads of account holdings or transactions.
- Link to various financial websites.
- View and receive statements in electronic format.
- For the Portfolio Online User Guide, please click here