Financial Advisors

You work hard to build your client relationships. At CNB Custody, we give you quick and easy access to tools and information you need to maintain those relationships. Our exceptional customer service and quick and accurate processing are just some of the reasons financial advisors across the nation choose CNB Custody for their alternative assets.

Onboarding Information & Tools

Account Set Up

Advisor Services

  • Rep level online access, including reports

  • Feeds to most major data aggregation firms

  • Workflow and form partnerships with AIX, Altigo, LaserApp, Quik, and more

  • DocuSign enabled forms

  • Ability to pay out advisory fees

  • Accessible and responsive customer service

Discover the advantages of partnering with CNB Custody

Exceptional Experience and Expertise

Why are more and more advisors across the country choosing CNB Custody? Simple. We are experts in IRA rules and regulations. We have decades of experience to meet complex custody needs while delivering insight and solutions to your specific investment requirements. And we have the resources and innovative technology to meet the demands of an ever-changing alternative investment IRA industry.

Remarkably Convenient and Cost Effective

We give you quick and easy access to the information you need to build strong client relationships. Our 24 hour online portal gives you access to client statements, tax forms, IRA information and more. We provide financial advisors with simple, easy-to-understand forms and the ability to quickly run a variety of online reports. Plus, we pride ourselves on keeping your costs low. In an industry that is fueled by fees, we work to keep ours reasonable, transparent and competitive.

Unparalleled Personal Service

While some companies rely on answering machines and outsourced operators, CNB Custody believes that you deserve a high level of personal attention from account managers who actually answer your call. We realize your time is valuable and we’re here to quickly respond to your questions and provide the information you need at a moments notice.