Trust Services - Exchange Bank
Exchange Bank - Relationships You Can Bank On.
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Trust Services

Our Services

Our trust department offers second-to-none trust, financial planning and investment services. Whether you are planning your retirement or establishing a trust so that you can use your wealth to support the people and causes you care about, we have proven time and again that a relationship with Exchange Bank is one you can bank on.

PAL
(ONLINE ACCESS)

Portfolio Account  Link is a quick secure on-line way to view your investment, retirement, and trust holdings and transactions.

Investment
Services

Plan for your family’s future with an investment in stocks, bonds, bank CDs or mutual funds.

Trust
Services

Use your wealth to support the people and causes you care most about.  We are here to help you through life’s transitions.

Retirement Services

Retirement
Services

Plan for your retirement with an IRA tailored to your needs.  Exchange Bank offers investment alternatives to bank CDs to help you start a plan and pursue your goals.

Other
Services

Exchange Bank professionals will help guide you through stressful times as an estate executor or be your temporary POA when you are deployed with the Army.

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Exchange Bank, rated 5 stars by Bauer Financial in March 2020.

Exchange
Bank

Member FDIC

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(800) 554-8969

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First Time Login Instructions
  1. In all LOWERCASE – ENTER your CURRENT USER ID. For example, if your user ID is JohnDoe22, it should be entered as johndoe22.
  2. Your existing password will NO LONGER BE VALID. Instead, you will need to follow the instructions that were mailed to the address on file associated with your account. If you did not receive a letter from us, please contact your local branch or you can chat or call our Electronic Banking Service Team for more details.
  3. You will be asked to immediately change your CURRENT PASSWORD. The length of your new password MUST be at least 8 characters and NO more than 17 characters in length. A password MUST have at least 1 letter, 1 number and 1 special character. Your new password will be case sensitive. For example, 4Narnia!