Personal banking accounts.
> Open An Account
Commercial banking accounts.
Telephone: (703) 528-7994 Email: TrustServices@Presidential.com
Our comprehensive services allow you to consolidate your investments at one location, saving the time and effort required to track investments held at several mutual fund companies and/or brokerage firms. By establishing a custody account, you can maintain a single account holding all your investments, tracking all transactions and cost basis information for tax purposes.
Our custody capabilities include:
Presidential Bank’s Trust Department is a qualified custodian to hold your IRA assets. Presidential’s Trust Department can act as your custodian for the assets owned by your Self-Directed IRA, processing all transactions, performing requisite recordkeeping, filing necessary reports with the IRS, issuing account statements, forwarding investor materials received in your behalf, helping you to understand the rules and regulations pertaining to certain transactions, and performing other administrative duties. Our Trust Department staff is trained and experienced and ready to help you establish your flexible asset IRA. Call today and get started (703) 528-7994.
*APY = Annual Percentage Yield Presidential Bank reminds you that email@presidential.com is NOT a secure means of communication. Please refrain from including personal information such as account numbers, Tax ID/Social Security numbers, passwords, etc. We encourage you to maintain contact with us through our Secure Email service, located within Personal Online Banking. Help us keep YOUR personal information PRIVATE!