A custody account at First Bank & Trust permits you to maintain control over your portfolio while eliminating the administrative work involved. We hold your stocks and bonds, collect your dividends and interest payments, execute securities transactions, keep the records and advise you of all transactions. However, we do not provide investment advice or management. We also partner with your selected Registered Investment Advisor to provide full administrative support for portfolios you have managed by other professionals.
Custody Account Fee Schedule
Please contact one of our Wealth Management professionals for more information custody account management fees.
Investment and Advisory products:
NOT FDIC INSURED • NOT BANK GUARANTEED • NOT A DEPOSIT • MAY LOSE VALUE.