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Pinnacle Portfolio Statement Looking for a way to get all your financial information in one statement, once a month, at the same time every month? Pinnacle's answer is the Pinnacle Portfolio statement, a consolidated account statement that allows you to choose deposit, loan and select investment accounts to be combined into a single monthly statement. The accounts you may delineate for your Pinnacle Portfolio statement include checking, savings, money market, certificates of deposit, loan accounts and Raymond James investment accounts that are serviced by Pinnacle Asset Management. We use the balance information from those accounts to create a monthly snapshot of color charts and graphs, as well as a summary page, to help you see where you are financially (see below). Detailed transaction information for the selected accounts is also included in the monthly statement. Clients who prefer to receive separate statements for each Pinnacle account receive single account statements each month.
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Pinnacle National Bank, Member FDIC. Equal Housing Lender. Visit the FDIC website.
Pinnacle National Bank is regulated by the Office of the Comptroller of
the Currency (OCC). Visit the OCC website.
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