Custodial Accounts

A custody account offers you complete safekeeping and record keeping for all your investments. Associated Trust offers this service to individuals, corporations, institutions and government entities.

Our convenient bill-paying service eliminates the day-to-day hassle of bill paying and other necessary but important tasks, such as the filing of Medicare and other medical insurance forms.

For most people, time is too precious to waste on day-to-day financial record keeping and portfolio management. That’s why we created our custody account and record keeping services. Whether you need someone to take care of an extensive portfolio or just want to free yourself from the tedium of paying bills, we can tailor our services to meet your needs.

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The trust and investment services described are provided by Associated Trust Company, NA. Investment management services are provided to Associated Trust Company by Associated Investment Management, LLC. All are affiliates of Associated Banc-Corp.

Investment products are not FDIC insured, may lose value, and have no bank guarantee.