Access to your trust account held at Plumb Trust Company is available through Portfolio Account Link (PAL). Transaction activity and account holdings are available for viewing seven days a week.

If you need to establish access or are experiencing difficulties accessing your account information online, please email us.  Please note that this email may not be monitored outside of normal business hours, we will contact you when your secure access has been established or if we need any further information about you.

To view your portfolio SIGN IN HERE.

To view your performance SIGN IN HERE.

                                                                                                                

Questions specific to your trust accounts should be directed to your Trust Officer. Please call (866) 885-8601 if your password needs to be reset.

We encourage our site users to use secure passwords containing a unique combination of characters, including numbers and capital letters.  We also encourage our users to change passwords regularly to ensure the security of your account information.