Let’s Work Together.

Since 1987, Members Trust Company has been guided by the strength and values of America’s Credit Unions, allowing us to walk that extra mile for your clients—big or small—with the operating practices you would expect from a national fiduciary.

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Partnering With Members Trust Company

We offer a full range of integrated services, tailored to your members’ individual priorities and goals.

Trust and Investment Account Management

  • Revocable and Irrevocable Trusts
  • Special Needs Trusts
  • Charitable Lead Trusts and Charitable Remainder Trusts
  • Investment Management Accounts
  • Individual Retirement Accounts
  • Real Estate and Specialty Asset Management

Fiduciary Services

  • Corporate Trustee
  • Co-Trustee
  • Agent for Trustee
  • Executor/Personal Representative
  • Guardian/Conservator
  • Attorney in Fact

Investment Services

  • ETF and Mutual Fund Models
  • Custom Solutions
  • Dollar-Cost Averaging
  • Tax-Loss Harvesting
  • Opportunistic Rebalancing
  • Unified Strategy for All Asset Types

From start to finish, we’re here to support you.

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Onboarding and Training

We work with you to review, hire, and train your agent.

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Ongoing Support

We provide ongoing administrative, operational, investment, fiduciary, and real property management support throughout the life of your accounts.

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Marketing and Communications

We assign a marketing professional to your credit union who will provide resources, guidance, and access to template marketing campaigns.

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Data Analytics

We provide data analytics and trend reporting so you can track the success of your program.

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Business Development Strategy

We assign a Business Development professional to your credit union who will assist your agent in developing a business plan.

Learn More About Us.

Trust services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and Investment products are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity, involve investment risks, including the possible loss of principal. This is for informational purposes only and is not intended to provide legal or tax advice regarding your situation. For legal or tax advice, please consult your attorney and/or accountant.