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Customized solutions to meet your unique needs.

Our experienced Fiduciary Bankers understand the unique deadlines and responsibilities you’re required to meet each day as a custodian of your client's assets. We’ll execute your requests with the highest degree of accuracy, care and personalized service.

  • Fraud Prevention
  • Online Banking

Our full range of Fiduciary Banking services includes:

  • Cash Management
  • Fraud Prevention Services
  • Internal Control Enhancements
  • Customized and Detailed Reporting
  • Automated and Electronic Data Delivery

We specialize in Fiduciary Banking services for:

  • Guardianships
  • Conservatorships
  • Special Needs Trusts
  • Court Blocked Accounts
  • IOLTA
  • Attorney Client Trusts
  • VA Federal Fiduciary
  • Trust Accounts
  • CDARS
  • Client Education Assistance
  • Tribal Conservatorship
  • Accounts

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  • General and Trust accounts
  • Full account analysis with a very competitive earnings credit rate
  • Incoming/outgoing wires that feature electronic notification and are token-secured
  • Remote deposit
  • Online banking
  • Positive Pay fraud prevention
  • API integration with financial software

Contact a Professional

Nationwide

858.729.5407