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Custody Accounts

Take control of your investments while we keep your assets safe and organized.

Custody Accounts for PA and NY Investors

Stay focused on the big picture

You have a plan for managing your investments. We handle the smaller details so you can achieve your goals. Our Custody Accounts provide a secure location where you can hold and manage multiple assets, and we take care of the rest as your custodian.

  • Protect securities, collect and remit income, and administer complex records
  • Provide year-end tax reports to simplify tax preparation

*Some products are not FDIC insured or guaranteed, not a deposit or other obligation of the bank, not guaranteed by the bank and are subject to investment risk, including the possible loss of the principal amount invested and are not insured by any other federal government agency.

Make your IRA Rollover Painless.
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