Trust Account Services

T Bank provides wealth and investment management services to over 1,200 clients.  The range of services include: custodial, trustee, investment management, and escrow. 

Client account assets are held in custody at major institutional custodians which include US Bank and Fidelity Investments.  Cash pending investment may be held in the bank from time to time.  Those funds are fully insured by the FDIC. 

Services include accounts for individuals, corporations, IRAs and qualified plans.  Click on the account types below to obtain additional information.

Individual | Qualified Plans | Corporations | IRAs

T Bank values the privacy of its clients and encourages you to review our Privacy Statement.

Investment products including: stocks, bonds, mutual funds, UITs, variable life, annuities and life insurance are:

  • Not FDIC insured
  • Not guaranteed by T Bank
  • Not an obligation or deposit of T Bank
  • May involve investment risk, including the possible loss of principal amount invested.