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Responsive | Reliable | Remarkable

CNB Custody was built for alternative investments.

By allowing a wide variety of assets to be held within a single IRA or non-qualified account, our custodial service ensures flexibility and diversity.

Why choose CNB?

With more than 35 years of experience, we've built a solid reputation on providing exceptional service, accuracy and competitive fees. Located in the heartland of America, we pride ourselves on delivering a level of customer care and dedication unmatched in the industry. We are known for our expertise, responsiveness and reliability. CNB Custody provides custody services for alternative and traditional investments in Roth IRAs, Traditional IRAs and Simplified Employee Pension (SEP) plans as well as many types of non-qualified accounts.

  • Over 40,000 Customers

  • More than $4.0 billion in assets under custody

  • Fastest processing and turnaround times

  • Over 35 years alternative asset custody experience

News & Reminders

  • New Applications!

    We have recently updated our IRA and non-qualified applications. All applications submitted after Jan 1, 2025 must have a 1/25 effective date. These are available in our forms section.

  • 2025 Representative Newsletter

    View the newsletter here for important information and updates!

  • Tax Form Information

    Form 1099-R and 1099-NEC have been mailed and are available to view online.  Please allow several days for postal delivery. 

    Form 1099-INT and 1099-DIV will be mailed by February 28, 2025, due to an extension granted by the IRS.

    Form 1099-B will be mailed by March 15, 2025, due to an extension granted by the IRS.

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  • "We have worked with CNB Custody for nearly 10 years and have found them to be very knowledgeable in the alternative, illiquid investment arena. Their customer service is second to none; always a friendly voice on the other end and willing to help in any way they can. We have been completely satisfied with their accuracy of reporting and fee structure. We would highly recommend CNB Custody as a custodian."

  • "When calling CNB Custody it is great to be able to speak to someone right away. Their philosophy on customer service is exceptional."

  • "The turnaround time at CNB Custody is fantastic. We can expect when they receive a large stack of paperwork from us in the afternoon that it will be processed correctly and out the door the next day. As far as getting our clients' money invested in a timely matter, CNB Custody is the IRA Custodian to turn to."

  • "CNB Custody always has a live person answering the phone which makes it easier for me to get my questions answered quickly without long hold-times."