Trust Account Services
Individual Wealth and Investment Services
T Bank works with clients all over the United States in providing personal wealth and investment services. As a centralized custodian or trustee, T Bank serves as a corporate fiduciary and will work with your investment manager, lawyer, and accountant.
Investment management is provided by outside managers screened and selected by T Bank. Our staff will work with your own manger, or if you prefer, you can select an investment management program to meet your investment demands with mangers we utilize.
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.
If you would like to visit with a wealth and investment services officer, just click here and send us a message to firstname.lastname@example.org or give us a call at 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.