Custodial Accounts

Our experienced Trust team holds and safeguards your securities while you maintain the ownership. Let us help you with your administrative and bookkeeping responsibilities while you maintain discretion.

Custodial Services:

• Account record keeping
• Timely management of maturing securities
• Collect income
• Distribute income
• Safekeeping assets
• Asset redemption and purchases
• Detailed tax worksheet
• Monthly statements
• Bill paying services