Managing your financial assets—today and for future generations—is a significant responsibility. At J.P. Mora Bank, our Wealth Management Division offers a comprehensive suite of Personal and Corporate Trust Services tailored to meet your evolving financial needs.
Whether we are serving as your Trustee or Investment Manager, our experienced professionals are committed to delivering:
- Customized financial planning
- Timely execution
- Exceptional client service
We are here to help you safeguard and grow your wealth with confidence.
🌐 Secure Online Portfolio Access
PAL (Portfolio Access Link)
Access your trust and investment accounts anytime, from anywhere, through our secure online platform—PAL.
With PAL, clients and authorized advisers can view detailed, up-to-date account information, including:
- Account summary
- Investment holdings and performance details
- Tax lot listings
- Visual reports (pie charts and bar graphs)
- Daily and monthly asset holding profiles
- 12-month transaction history
🔗 To request online access, please visit our Contact Us page or email our Customer Service team directly with your service preferences.
Important Disclosure
Investment products such as stocks, bonds, and mutual funds:
– Are Not FDIC Insured
– Are Not Bank Guaranteed
– May Lose Value
– Are Not a Deposit
– Are Not Insured by Any Federal Government Agency
🌟 Explore Our Services
– Personal Banking
– Business Solutions
– Investment & Planning
– Community Engagement
– 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.