Private Banking 

As someone with complex banking and investing needs, you undoubtedly have many questions about managing your financial life, but where to turn for help shouldn’t be one of them. 

With private banking from CertusWealth, you’ll have a single go-to resource for all your day-to-day banking needs, from opening a new account to applying for a mortgage.

And when bigger questions arise – like how much to save for retirement or how to balance your investment portfolio – the same dedicated banker will be by your side to connect you with experts in retirement, brokerage, financial planning, insurance, asset management and more. 

We’ll take the time to get to know you and understand your complete financial picture so we can not only provide the answers you seek but also open the doors to new opportunities. 


SecureSweep

  • Do you have excess cash sitting in your checking account?
  • Want to protect your account balances above $250,000?
  • Looking for a return on your idle cash

SecureSweep is here! Ease your mind by knowing that your excess cash will be swept daily to a fully collateralized investment account that will earn you higher returns.
© 2013 CertusHoldings, Inc. All Rights Reserved. Deposit products offered by CertusBank, N.A., Member FDIC. Equal Housing Lender.


Securities and Insurance Products are NOT Insured by the FDIC, nor by any other Federal or State Government Agency, are NOT a Deposit of and are NOT Guaranteed by a Bank or any Bank Affiliate, are NOT a Condition to Any Banking Service of Activity, and MAY lose value.

Financial Advisory services offered through CertusInvestment Advisors, LLC (“CIA”).

Securities Brokerage, Insurance and Investment Banking services offered through CertusSecurities, Inc. (“CSI”), Member FINRA and SIPC. C-Direct is the marketing name for a discount brokerage platform offered by CSI. C-Direct customers are not provided nor given investment advice through CSI or CIA. Brokerage accounts for CSI and CIA clients are carried with National Financial Services LLC, a Fidelity Investments Co., member NYSE, SIPC or Charles Schwab & Co. Inc., member SIPC.

Fiduciary and custody services may be offered through CertusWealth Trust (“CWT”) or Advocacy Wealth Trust ("AWT"), divisions of CertusBank, N.A., or a third party entity. Custody services for CWT and AWT are provided under agreement with Reliance Trust Company. Brokerage services for CWT and AWT accounts are provided through ConvergEx Execution Services, LLC (member NYSE, FINRA, SIPC) or CSI.

CertusBank, CSI and CIA are subsidiaries of CertusHoldings, Inc. CertusWealth, CertusInvestment Advisors, CertusSecurities, CertusBank, CertusWealth Trust and the Certus logo are trademarks of CertusHoldings, Inc.

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