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Our Portfolio Online service is designed and offered to customers to open access to your account information on a 24 hour, seven days a week, 365 days per year basis. This program is Provident's adaptation of a basic software package offered to all trust institutions utilizing the services of the Metavante Corporation located in Brown Deer, Wisconsin.
Portfolio Online's features that should be attractive to our customers are:
- Can easily change your view of account holdings and can view all assets or a specific asset type.
- Can easily view acquisition dates and cost basis information for holdings.
- Can view your account transactions in a summary or detail format.
- Can easily change your view of account transaction detail to view all transactions or a specific type.
- Can view pending trades.
- Cash forecasting is available for receipts and disbursements.
- Transactions can be downloaded to MS Money. (Available in 2008)
- Asset or transaction information can easily be downloaded to an Excel spreadsheet.
- The capability exists to create custom downloads of account holdings or transactions. (Available in 2008)
- Links to various financial websites exist.
- The capability exists to view and receive your customer statements issued by Provident Trust Company online. (Available in 2008)
Please visit the Other Information section of About Us for additional comments and assistance for establishing Portfolio Online service for your account(s).