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Alert
All branches and executive offices will be closed on Monday, May 25 in honor of Memorial Day.
Commonwealth Bank and Trust Company
Alert
All branches and executive offices will be closed on Monday, May 25 in honor of Memorial Day.

Trust and Estate Services

Custody Services

With the Commonwealth Wealth Management & Trust Group as your custodian, we will assume full responsibility for record-keeping details related to your securities and other investments. In other words, in handling securities and maintaining accounting records, we serve as your financial secretary. We can serve as a clearinghouse for all of your accounts – regardless of how many different brokers you use – giving you the convenience of a single, consolidated portfolio.

All securities entrusted to our custody are administered to the highest standards of safety and accuracy. Our custody services include:





Wealth Management & Trust Services
4350 Brownsboro Road, Suite 210 | Louisville, KY 40207 | Phone: 502.259.2500 | Email: trust@cbandt.com

Not FDIC Insured. Investments Not Guaranteed. Investments May Lose Value. Fees may apply for services. Consult your tax attorney or CPA for details on tax benefits.