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Custody Services

Custody Services
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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

Trust investments are not insured by the FDIC. Trust investments are not deposits or obligations of the institution and are not guaranteed by the institution. Trust investments are subject to investment risks, including possible loss of the principal amount invested.