Investment Agency Accounts (Including Bill-Pay Services)
An agency account can be 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. These accounts can work well 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.
