Investment Agency Accounts (including bill-pay services)
An agency account is an excellent option for clients who want to bring simplicity and discipline to wealth management. We act as your "agent" processing transactions, safekeeping assets, collecting income on your investments, and making disbursements in accordance with your instructions. We maintain all financial records within the framework of a single account over which you maintain control. These accounts are perfect for individuals who want to make a commitment to an investment program, and/or want to transfer assets from an existing brokerage account to a trusted local financial services provider.
Products are not a deposit or other obligation of, or guaranteed by, the bank or any of its affiliates. They are not insured by the FDIC/NCUSIF or any other agency of the United States, the bank, or any of its affiliates. There is investment risk including the possible loss of value.