19257_Authority_June_2026

municipalauthorities.org │ 39 s PotLighting PLgit s ervice PLGIT Client Services supports municipalities in their investing process and options By Tamara Kemmler, Institutional Sales & Relationship Manager, PFM Asset Management, a division of U.S. Bancorp Asset Management, Inc. P LGIT has always made it a priority to commit energy and resources toward both its “do-it-yourself” and “one-to- one” services for its clients. Why? As beneficial as PLGIT products are for local governments, it takes a clear path and informed specialists to connect the two, answer questions, and maintain an environment for a good relationship. Where local government investing is concerned, skilled client services specialists are essential in navigating complex regulatory frameworks and addressing legal and logistical challenges. Their ability to provide clear, timely information helps mitigate risks and build trust. The digital component of client services is no less important. Investors increasingly rely on digital platforms to access information and streamline processes. Providing intuitive, self- service digital tools offers convenience and accessibility, allowing investors to manage certain aspects of their tasks independently. In this article, we will give our attention to the two areas of our Client Services team: the services available via Connect that enable investors to manage their own accounts, and the people who make up our Client Services Group and provide personal service to local government representatives. How Municipalities Connect With PLGIT PLGIT’s significant revamp of our secure online transaction and reporting system, Connect , was unveiled in May 2022, and is used by the majority of PLGIT’s 3,300+ local government, municipal authority, and school investors. We created this portal to give investors more options to manage their PLGIT account. Here are a few examples of Connect’s reporting and management tools: Increased Record Keeping Options - Connect users can view and download historical month-end holdings via the “Activity History” section. Current Yields at Your Fingertips - Daily liquid rates (PLGIT-Class, PLGIT/ Reserve-Class and PLGIT/PRIME) and fixed rates (PLGIT/TERM) are accessible within a user’s account access. Investors don’t have to wait to see liquid and fixed-rates. Current 7-day yields for the liquid PLGIT investment options are always available on www.PLGIT.com . More Data - Users have quick access to key data points such as ‘Pending Activity,’ ‘Recent Activity,’ and much more. This historical account activity can be filtered by transaction type, investment type, account and/or date. An updated search feature allows users to search for specific activity with ease. Transaction Module - Connect’s transaction module -- one of the portal’s newest features -- is where users can transfer funds between their accounts and share classes and initiate transactions (by ACH and wire) to and from other financial institutions. Detailed reporting capabilities and functionality - Connect users can access monthly statements and daily confirmations, send and receive documents, and more. m emBer B enefit P rogram