LifeNeeds™ For Every Life Stage
Idaho Trust offers a relationship for every life stage. We work closely with you to select the one that best meets your LifeNeeds™.
Investor Solution™ Account - Investments, Insurance and Annuities*
Let us develop an Investor Solution for you utilizing investments, insurance and/or annuities. We make investing a clear and refreshingly simple process. These transaction-based accounts focus on specific LifeNeeds™ that we assist you in meeting.
Wealth Manager™ Account - Managed Investment Portfolios**
Your LifeNeeds™ Investment Plan is implemented and reported on by a dedicated Private Banker working with you. This wealth management expert will stay in close communication with you to make sure your investment portfolio remains appropriate as your life and the financial markets change.
Wealth Manager ULTRA Account - A Premier Wealth Management Relationship***
This account maximizes your Idaho Trust relationship utilizing Overlay Asset Management, LifeNeeds™ Planning Cycle, enhanced performance reporting, iTrust Private Banking benefits, President's Circle membership and Concierge Service. Wealth Manager ULTRA clients receive the benefit of your Private Banker working together with your tax and legal advisors to address all of your financial needs.
Idaho Trust seeks to provide its services to you with honesty and integrity. We strive to be dependable and accessible. We will help you meet your LifeNeeds™. Contact one of our investment professionals to help you make a LifeNeeds™ plan and set up an account that works best for you.
*Consult an Idaho Trust Bank financial consultant for more details. Securities and insurance products are offered through LPL Financial and its affiliates, Member FINRA/SIPC. IdahoTrust Bank is not a registered broker/dealer and has a brokerage affiliate arrangement with LPL Financial. Idaho Trust Bank is a separate company from LPL Financial. Investment accounts generally under $250,000; Insurance and Annuities of all sizes.
**Please see the Idaho Trust Bank Schedule of Fees. Investment accounts generally over $250,000.
***Please see the Idaho Trust Bank Schedule of Fees. Investment accounts generally over $500,000. Certain products may be provided by a Financial Consultant of Idaho Trust Financial. If Idaho Trust Financial is utilized: (1) Securities and insurance products are offered through LPL Financial and its affiliates, Member FINRA/SIPC; (2) Idaho Trust Bank is not a registered broker/dealer and has a brokerage affiliate arrangement with LPL Financial; and, (3) Idaho Trust Bank is a separate company from LPL Financial. Idaho Trust Bank does not provide tax or legal advice. Overlay Asset Management utilizes external and/or internal managers selected by Idaho Trust Bank.
NOT A DEPOSIT | NOT FDIC INSURED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT GUARANTEED BY THE BANK | MAY GO DOWN IN VALUE