Let us help you achieve your
financial and retirement goals.
A MEMBERS Custodian Account allows MEMBERS® Trust Company to hold your assets in custody, collect dividends and interest, and maintain record keeping of all assets and transactions. You will receive a quarterly statement and use your personal computer to view your positions and transactions. If a need exists, MEMBERS Trust Company will also assist you with paying bills and perform other financial services with this account.
For more information or to schedule an appointment with a Trust & Investment Management Officer, contact us.
CEFCU Wealth Management is a marketing name used by CEFCU. Trust and Investment Services provided by MEMBERS® Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Non-deposit products offered through MEMBERS Trust Company. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee, Not a deposit of any financial institution.