Phone: (816) 540-2525

Custody Services

Summary

If you wish to make your own decisions about your investments, we can help you save time and money by opening a custody account.

First Trust provides custodial services which include:

• Settlement of securities
• Security movement and control
• Income collection
• Safekeeping of assets
• Consolidated reporting summarizing all account activity for tax purposes

Community Bank of Pleasant Hill, Member FDIC, Equal Housing Lender