Trust Account Services
Individual Retirement Account Investment Services
Rollovers from qualified plans are needed for all age groups as the transition from one retirement plan to another. T Bank has managed IRA accounts which utilize outside managers who provide investment services to IRA account clients.
Clients can work with one of our officers selecting a manager and investment plan or can utilize T Bank as a custodian and work with their own investment advisor.
As with all of our investment services, client account assets are held in custody at major institutional custodians which include US Bank and Fidelity Investments. Cash held pending investment within the bank is fully insured by the Federal Deposit Insurance Corporation.
T Bank will provide to you online access for you and others you authorize for access, produce account statements, process all distributions and contributions, as well as provide all tax reporting information for the account.
If you would like additional information on how T Bank will work with your advisor or how you can use our investment services, please contact us at email@example.com or call 972-720-9045.
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.