Custodial Services
Custodial Agency Services are for individuals and organizations that wish to retain full control over their investment portfolio, but do not want to be burdened with the responsibility of record keeping.
Services Provided:
- Purchases or sales based on direction from our client
- Safekeeping of securities
- Records and reports of all transactions
- Income collection and investment
- Centralization of tax records – an annual tax information statement, including a categorized schedule of income received and a schedule of capital gains and losses, is sent to our clients
- Protection against costly oversights
Questions?
Call 785.267.8402 or 1.800.280.0123
Stop by any branch location
Live Chat With Us
| Investment, Insurance and Advisory products: | ||
|---|---|---|
| Are Not FDIC Insured | Are Not Bank Guaranteed | May Lose Value |
| Are Not Deposits | Are Not Insured by Any Federal Government Agency | Are Not a Condition to Any Banking Service or Activity |
