Managing financial assets during and beyond your lifetime is an important responsibility, requiring the attention of financial professionals you can trust.

The Wealth Management Division of Schiller Bank provides a full range of Personal and Corporate Trust Services. Whether acting as your Trustee or Investment Manager, our team of skilled professionals will provide custom-designed planning, timely execution, and superior client service to help you meet your financial needs.

PAL Portfolio Link
Want to access your trust account – right now?

We offer convenient online access to your account portfolio through a system known as PAL (Portfolio Access Link). PAL allows current clients and/or their advisers to view detailed account information via the Internet.

Information available includes, but is not limited to, the following:

Account Summary
Investment details
Tax lot listing
Pie charts and bar graphs
Previous day’s- or month’s-end asset holding profile
12 months of transactional history
For more information regarding online access to your account portfolio, kindly check on the Contact Us page and send a request for the service of your choice or you can send an email to our customer service.

Investment products, such as stocks, bonds, and mutual funds Are Not FDIC Insured and Not insured by any federal government agency May Lose Value and Are Not Bank Guaranteed Not a Deposit
Services

Personal
Business
Investing & Planning
Community
Online Banking

Important information about procedures for opening a new account, check for our service email on the contact us page.

To help the government fight the funding of terrorism and money-laundering activities, federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents.