Portfolio Online

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Find all your investment information in one convenient location.

Up-to-the-minute data can help you make better decisions.

Smart investors maximize growth potential with diversified portfolios. But sometimes holdings can grow so diverse that it's hard to keep track of all of them. That's where Online Portfolio comes in. Berkshire Bank can help arrange it so one easy and secure Web location offers fast access to all of your up-to-date financial data.

  • Safe and secure: Only you have access to your data through a password-protected account.
  • Absolute control: Manage your money whether you are at home, at work or traveling.
  • Efficient: You will receive your account statements and transaction confirmation promptly, and have instant access to past statements and other important documents.
  • Financial tools: Portfolio Online has Quicken capability and provides access to market summaries and industry trends.

 

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Tools to help you get ahead