Custody

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Chain Bridge Bank, N.A. offers asset custody services for individuals, self-directed IRAs, trusts, non-profits and corporations.

A custody account is the perfect solution for individual trustees who do not have the time or the expertise to fulfill the record-keeping, accounting and reporting requirements of the Uniform Principal and Income Act. By appointing Chain Bridge Bank, N.A. custodian of trust assets, an individual trustee can maintain control of those assets while delegating the administrative and accounting responsibilities of trust management.

Cash and investments held at a broker-dealer are liabilities on the balance sheet of the institution and can therefore be subject to creditor claims.  Assets held in the trust department of a national bank such as Chain Bridge do not go on the bank’s balance sheet.

Unlike most custodians, Chain Bridge Bank, N.A. has the ability to custody both publicly-traded and privately-held securities. Chain Bridge’s state-of-the-art desktop and mobile portals make it easy for custody clients to monitor the values and activity in their accounts as well as to aggregate those accounts with accounts held at other institutions.

Click here to view the service charge schedule.

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Fiduciary Role

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.

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Custody

​National bank custody is the gold standard for the safekeeping of financial assets. Broker-dealers that offer free custody have use of client's 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. 

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Wealth Access

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.

 
 
 
 
 
 
Investment products and services are:
 

Not a Deposit  ●  Not FDIC Insured  ●  May Lose Value  ●  Not Bank Guaranteed  ●  Not Insured by any Federal Government Agency


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.

Chain Bridge Bank, N.A. and employees do not provide tax, legal or accounting advice. Information presented on these web pages is not intended to provide, and should not be relied on for tax, legal and accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any financial transaction.
 
 
 
 
 
 
 
 
 
 
 
 

Contact Us Today

 
Gregory Smolen
Vice President
  
 
Trust & Wealth
 
Department Manager
 
703-748-7395
 
Richard Dunbar
Assistant Vice President
 
Trust & Wealth
 
Operations Manager 
 
703-748-3438
 
Michelle Martinez
Vice President
 
 
 Trust & Wealth
 
Trust Officer
 
703-748-7388
 
 
 

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