Personal Trust Services
We provide trusted advice as well as trust implementation and administration services.
Custodial Services
Simplify the Safeguarding of Your Assets
The Trust and Wealth Management department safeguards your financial assets and prevents them from being stolen or lost. We hold stocks, bonds, and other assets on your behalf. We may also manage your accounts and transactions and ensure compliance with tax regulations.
Ask how we can protect your assets
Benefits of Custodial Services at Plains Commerce Bank
Our team is knowledgeable and trustworthy when it comes to the safekeeping of your assets. Custodial services can provide a secure and hassle-free solution for multiple benefits:
Asset Safekeeping
Trade Settlement
Asset Reporting
Compliance Monitoring
Only deposit products are FDIC insured. Investment Products are not FDIC insured, not a deposit or other obligation of the bank, not insured by any federal government agency, not guaranteed by the bank, and may lose value.
Plains Commerce Bank does not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.
The information provided represents the opinion of Plains Commerce Bank and is not intended to be a forecast of future events or guarantee of future results. It is not intended to provide specific investment advice and should not be construed as an offering of securities or recommendation to invest. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Not a representation or solicitation or an offer to sell/buy any security. Investors should consult with their investment professional for advice concerning their particular situation.
Plains Commerce Bank does not offer insurance products but may refer you to an affiliated or third party insurance provider.
