Trusted services

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 AKB INC 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, kingly check on the contact us page and send a request for the service of your choices or you can send an email to our customer service .

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

Investing & Planning
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.