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Custodial Accounts

Many investors who manage their own portfolios or retain the services of a professional investment advisor prefer to assign custody and safekeeping of assets to a trust company.

Through these accounts, individuals can hold their assets in one secure place. Alaska USA Trust Company collects dividends and interest payments and provides quarterly statements. Convenient 24/7 online account access is available.

Custodial Accounts can hold a variety of investment options:

  • Cash and cash equivalents
  • Equity securities (Stocks)
  • Fixed income securities (Bonds)
  • Real Estate Investment Trusts (REITS)
  • Mutual funds
  • Notes secured by deeds of trust
  • Notes secured by mortgages

Available custodial services include:

  • Free online account access with TrustReporter
  • Safekeeping of securities
  • Daily investment of any cash balances into an interest-bearing money market fund
  • Execution of buy and sell orders
  • Income collection
  • Bill payments and disbursements
  • Quarterly statements
  • Required tax reporting

A Custody Account offers your a quick and low-fee way to manage multiple assets in one place. As custodian, Alaska USA Trust Company can protect securities, collect and remit income, and administer complex records. For your convenience, year-end tax reports are provided to simplify tax reporting and preparation.

To open an account contact Alaska USA Trust Company