Agent for Trustee
Chain Bridge Bank, N.A. has full fiduciary powers from the Office of the Comptroller of the Currency and is committed to putting the client first and foremost in all trust and wealth services provided.
National bank fiduciary custody is the gold standard for the safekeeping of financial assets. Broker-dealers that offer free custody often have the right to use client funds, which poses significant risk in the event of a broker-dealer meltdown. Chain Bridge Bank, N.A, provides segregated custody for all Trust and Wealth Department client assets.
This Trust & Wealth desktop and mobile app aggregates financial and non-financial assets, including those held at other institutions. The Wealth Access platform provides clients with a continuous view into their net worth and asset valuations.
Chain Bridge Bank, N.A. offers investment products, which may include bank managed accounts and custody, as part of its trust and fiduciary services. Investment products, including but not limited to, stocks, bonds, mutual funds, and exchange traded funds are: not FDIC-insured; not a deposit or other obligation of, or guaranteed by, Chain Bridge Bank, N.A.; not guaranteed by any Government agency; and subject to investment risks, including possible loss of the principal amount invested.