Agency Trust Accounts

For the agent that needs to collect payments from their insureds. This “sweep” account can also be referred to as a Premium Trust or Outside Trust.

Agency Trust Accounts @ A Glance
Monthly Service FeeNO
Minimum Balance Required$0
Transaction LimitsUNLIMITED
FREE Debit CardYES
FREE Monthly eStatementsYES
FREE Online BankingYES
FREE Mobile AppYES
FREE Quicken™ &  Quickbooks™ supportYES
NCUA Insured YES

*Standard data fees and rates may apply based on your plan with your mobile carrier.

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