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Agency Accounts

One of the most popular and flexible ways for the bank trust department to serve you is through creation of a personal agency account.

By signing a simple contractual document which can be terminated at any time, you can authorize the bank to hold, manage, invest and distribute assets as you direct. Details include:
 
  • With your written instructions, the bank can buy or sell any legitimate stock, bond, mutual fund, exchange traded fund, or certificate of deposit for your behalf
  • The agency account can be used to pay your bills, a service which can be convenient while traveling or during illness
  • The agency can collect rental from your investment properties
  • The agency can provide year end reports which assist you and your tax preparer
 
 
 
 
 
 
 
 
 
 
Click the items below to view our PDF brochures.

* Non-deposit investment products are not FDIC-insured, are not guaranteed by the bank and may go down in value.