Custodial Services

This is an account for individuals, individual trustees, and institutions who wish to make their own investment decisions but want the convenience of having someone else maintain their investment records. No investment recommendations are provided with this account. It features asset safekeeping, tax summary and record-keeping services, and automatic reinvestment of all income and matured securities into money market funds until you direct the purchase of other securities. Automatic bill payment services can also be established with this account.