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Community Champion

Experience with Nonbank Trustees and Custodians?

Recently one of our clients has presented a question to us about nonbank trustees and custodians and I am very unfamiliar with the topic.  Does anyone in the community have experience as a Nonbank trustee or custodian that could help provide some guidance?  This is related to self-directed IRA's and other investment activities.


Any knowledge would be greatly appreciated!!


Level 5

Experience with Nonbank Trustees and Custodians?

Hi @ParkwayInc. I wonder if @Anonymous or @LisaNullar might have some insights or be able to point you to a great source of info?

Not applicable

Experience with Nonbank Trustees and Custodians?


I'm sorry to say that's as much of a mystery to me as it may be feeling like to you!

Staying tuned for some good insights...



Level 6

Experience with Nonbank Trustees and Custodians?


In answer to your question -


Non Bank Trustee or Custodian is a -


Non Bank or Non Insurance Company. It is a recognised financial enitiy. It acts as a Custodian for Tax Exempt Retirement and Savings Accounts.


Also maybe this may be of help -

Hope it helped.



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