Wealth Management Administration
Our Wealth Management Professionals work with you to establish the Trust account that best suits your needs.
This could be a living trust, an irrevocable trust, a charitable remainder trust, special needs trust or another type of trust agreement designed to protect and
Fremont Bank's Wealth Management department can establish a professional portfolio designed specifically to
meet your financial goals. You can choose whether to approve investment decisions or opt for our Managed
Agency Program (MAP).
In order to ensure that your estate will be settled in a professional, timely and unbiased manner, consider
naming Fremont Bank as your executor. Our Trust Officers have extensive experience in the estate settlement
field and are able to provide guidance and expertise at in times of difficulty.
Let our Wealth Management Professionals help you design a strategy to maintain and grow the nest egg you have
worked so hard to build.
Contact us at: (800) 400-7067
Portfolio Account Link Online
Enjoy the convenience of 24/7 access to your trust portfolio information through the Portfolio Account Link (PAL) online. You'll have online access to various reports and charts detailing your assets, investments and transaction activity.
With PAL access you can:
- View your portfolio summary.
- Review transaction details from the beginning of the month through the close of the previous business day.
- Review listings of all investments held.
Click here to view the PAL user guide.
Click here to access the PAL login for registered users.
Not registered? Contact your trust account officer to request access to PAL.
Trust and Investment Management Services offered through Fremont Bank.
|Not FDIC Insured
||Not Bank Guaranteed
||May Lose Value
by any Government Agency
||Not a Bank Deposit