Investors managing their own portfolios can utilize Bank of Idaho for a low-cost way to simplify their asset management. Through one secure relationship, we can execute all your transactions on your behalf, and provide consolidated reports for your records.
As custodian, we protect securities from fire, theft and other hazards, collect mature or called bonds, sell or exercise stock rights on your behalf and take care of routine investment chores. We collect and remit income at your request and provide you with complete statements of all transactions. We provide year-end tax reports to simplify tax reporting and preparation.
For clients with purely custodial accounts, we offer no investment guidance but simply carry out sales and purchases according to instructions.
Call today and speak to one of our trust experts at (208) 524-5545 or (888) 262-1367 for more information.
Certain products are not insured by the FDIC; are not deposits or other obligations of the institution and are not guaranteed by the institution; and are subject to investment risks, including possible loss of the principal invested.