If you still handle your own investment decisions or already have a trusted investment advisor, but want the peace of mind that comes with knowing that your investments are held at a strong, well-respected financial institution, you may wish to consider a Securities Custody Account at FNBLG.
We keep custody of your investments, collect income and maturities, account for stock splits and other capital changes, and hold all cash collected in an interest-bearing money market account pending your further direction. You receive monthly statements showing all transactions and all assets held.
All trades are executed only at your direction or at the direction of your designated investment advisor.
- Income collection and trade settlement
- Detailed account statements
- Convenient annual income tax summary
- Responsive service
Please feel free to contact us to discuss how you might benefit from our Custody Services.
LEGAL, INVESTMENT AND TAX NOTICE: This information is not intended to be and should not be treated as legal advice, investment advice or tax advice. You should under no circumstances rely upon this information as a substitute for obtaining specific legal or tax advice from your own legal or tax advisers.
NOT FDIC INSURED
MAY GO DOWN IN VALUE
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT GUARANTEED BY THE STATE NOR THE BANK