Personal Custody Services

At CNB Bank & Trust, N.A., our Personal Custody Services offer secure asset oversight while you retain full control. We provide safekeeping, clear reporting, and administrative support to help keep your finances organized and on track.

Trusted Care When It Matters Most

At CNB Bank & Trust, N.A., our Personal Custody Services are designed for individuals who want professional oversight of their financial assets without relinquishing control. Whether you're managing investments, estate plans, or important records, our team provides secure safekeeping, detailed reporting, and efficient administrative support—so you can stay organized and confident in your financial picture.

BENEFITS OF CHOOSING CNB

Safekeeping of Assets

We securely hold your financial assets—such as stocks, bonds, and mutual funds—ensuring they are protected and properly registered.

Collection of Income

We handle the receipt and recording of dividends, interest payments, and other income generated by your investments.

Recordkeeping Support

We maintain detailed records of all holdings, income, and activity—streamlining your financial tracking and tax preparation.

Why Choose CNB For Your Personal Custody Needs

At CNB Bank & Trust, N.A., our Personal Custody Services offer the peace of mind that comes from working with a trusted, experienced institution. You retain full decision-making authority while we handle the day-to-day logistics of asset safekeeping and reporting. With local service, personalized support, and decades of experience, we help make managing your wealth simpler and more secure.

Our Process

Discover

We begin by understanding your financial goals and the types of assets you want to place in custody.

Design

We set up a customized custody arrangement tailored to your preferences and administrative needs.

Implement

Our team transfers and secures your assets, establishes reporting protocols, and coordinates income collection.

Monitor

We provide ongoing updates, accurate statements, and continued support to ensure your account stays organized and up to date.

Ready to Learn More on Personal Custody Services with CNB?

Contact our Wealth Management team today to learn how CNB’s Personal Custody Services can simplify and secure the way you manage your assets.

Reach Out To One Of Our Personal Custody Experts

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Frequently Asked Questions

What is a personal custody account?

A personal custody account is a service where CNB holds your financial assets securely while you maintain full control over investment decisions.

Is this service only for high-net-worth individuals?

Not necessarily. Custody services can benefit anyone looking for secure asset management, consolidated reporting, or recordkeeping support.

Will I still receive income from my investments?

Yes. We collect dividends and interest on your behalf and deposit them according to your instructions.

What types of assets can be held in a custody account?

We can hold a variety of assets, including marketable securities, mutual funds, and other financial instruments.

Personal Custody