Frequently Asked Questions-and-Answers
Q. How do I sign up for Peoples Financial Advisors Online Service (Peoples Financial Advisors WebLink)?
How long does sign-up take?
A. Simply fill out the Peoples Financial Advisors WebLink online enrollment form. Your application will be processed within three business days of receipt. You will then receive written confirmation of your enrollment and qualified user names and password IDs. Your Peoples Financial Advisors WebLink user ID will be activated three working days following distribution of the confirmation materials.
Q: How do I access my account information?
A: To protect your personal portfolio data, Peoples Bank has implemented a level of security which requires you to go through a one time setup the first time you log in. This setup incorporates a “fingerprint” for you and the computer you are using when proceeding through the login setup. Should you attempt to login on a different PC, the system requires the same initial setup so your “fingerprint” can be associated with the PC you are using at the time.
When you log onto the Peoples Bank web page at www.peoplesbancorp.com, choose the Peoples Financial Advisors tab. There you will find the Peoples Financial Advisors WebLink Login screen.
Peoples Bank has assigned a User ID and Password to you. This User ID and Password are required for you to access your portfolio.
Q: What types of account information can I access through Peoples Financial Advisors WebLink?
A.
- Immediate access to your Portfolio Information from any location via the Internet.
- Portfolio Information displayed on a Settled or Traded basis.
- Portfolio Information displayed on “Current” or As-of-Date” Basis.
- Long and Short Term Gains/Losses displayed.
- User selected options for customization of data displayed on reports.
- Ticker Symbol hyperlinks to an Investment Information site on the Internet.
- Portfolio Information displayed graphically.
- Cash Projection information for up to 99 days.
- All reports are viewable and printable.
- Drill Down capabilities for viewing individual asset or transaction detail, including individual tax lot information for each asset.
- Download of information into a spreadsheet format, such as EXCEL.
- Download of information into a personal financial management system, such as QUICKEN and MS Money.
- Capability to view a statement on your Portfolio Management/Trust Account via the Internet
Q: What accounts are available for viewing through Peoples Financial Advisors WebLink?
A: Peoples Financial Advisors WebLink offers you access to your Custody, IRA, Retirement Plans, Investment and Personal Trust Account types.
Q: How often is my account information refreshed?
A. The account data is updated once a day between 7:30am and 10:00am.
Q: Can I limit access to particular individuals within my company? Also, can I provide access to my attorney, accountant or other advisors?
A: Yes, Peoples Financial Advisors WebLink simply is an additional way to deliver account information. Initial access will be limited to those individuals who request this service and currently receive a statement for your account. When you submit your user application, you can specify additional individuals whom you wish to have access to this site. We will send you a separate access ID for each new party you wish to add. No other individuals can access this site to view your account information.
Q. How secure will my account information be? Is a user name and password enough to keep out intruding third parties?
A. Peoples Financial Advisors WebLink features the most advanced Internet access security protocol to ensure privacy and account data protection. The log-on screen requires an assigned user name and personal password ID. We will send you written confirmation of your user name and password ID under separate cover, without which, no one can access your account. Your account ID will be activated three working days following distribution of the confirmation materials. Future updates to your user name and/or password ID can be made by you.
In addition, the recommended browser standards allow for sophisticated data encryption for additional protection. These are the same security standards in place nationwide for major institutional on-line banking and investment clients.
Q. Can I “bookmark” Peoples Financial Advisors WebLink for quick Internet access?
A. Yes. You can bookmark the login screen by clicking the “Bookmark” or “Favorites” icon on your menu bar.
Q. What kind of computer software and hardware are required for Peoples Financial Advisors WebLink?
A. The only thing you need is either Internet Explorer or Netscape browsers. Peoples Financial Advisors WebLink currently supports IE 6.0 and 7.0, Netscape 6.6, 7.0, and 8.0 and Firefox 2.0 on both Windows and MAC.
Although you can continue using Apple Macintosh and Internet Explorer to access Peoples Financial Advisors WebLink, we recommend that you switch to one of the following web browsers that are also supported for Peoples Financial Advisors WebLink and that have been tested.
These include: Safari 1.3.1 (v 312.3.3) and Netscape 7.2 which are both operational under Apple’s MAC OSX operating system.
Q. Is there a charge for Peoples Financial Advisors WebLink access?
A. No. Peoples Financial Advisors WebLink is available to Peoples Financial Advisors clients at no charge. We appreciate the opportunity to provide you with a variety of account information for your convenience
Q. Do you offer a user help desk to address technical questions related to Internet services?
A. Peoples Bank cannot provide Internet technical support. For questions on technical requirements or difficulties with Internet access, please consult with your Internet provided or local computer provider.
*For Questions concerning your account information, please contact your relationship manager/advisor.
For additional questions, please refer to the complete Peoples Financial Advisors WebLink User Guide.
Are Not FDIC Insured |
May Lose Value |
Are Not Bank Guaranteed |