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Custody and Agency |
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Custody and Agency
Our custodial and agency services provide a full range of services to save you time while allowing you to retain complete management control of your portfolio.
- Bill Payment Services
- Provide safekeeping and professional management of your securities
- Execute your buy and sell orders
- Collect investment income, disburse, or reinvest income as you direct
- Maintain accurate records of your account
- Prepare periodic accounting statement listing details of all transactions
- Supply the information needed to prepare your income tax return
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Nondeposit Investment Products
• NOT A DEPOSIT • NOT GUARANTEED BY THE BANK OR ITS AFFILIATES • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • MAY GO DOWN IN VALUE
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