What types of trust account information can I access through TrustLink?
A. TrustLink ‘s Internet link provides you with around-the-clock access to your trust account information. Now you can review even more detailed portfolio information than what is contained within trust account statements, including: • Trust account summary of assets by major classes (e.g., cash equivalents, fixed income securities, equities). • Investment details (including ticker symbols, CUSIPS, and financial ratings). • Tax lot listings (for taxable accounts). • Portfolio % and market value pie charts and bar graphs. • Market value charts. • The previous day’s asset holding profile (including number of shares, current unit cost, market value and a description of assets held in your portfolio). • Up to 120 days of recent transactional activity (broken down by asset). In addition, you can specify information preferences (such as turning on/off certain fields and selecting the transactional history period) as well as download data for financial reports or presentations. Q. What accoun
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