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About your HSA Custodian Your HSAtoday Custodian According to IRS rules and regulations, HSAs must be secured by a bank, insurance company, or other entity that demonstrates the ability to comply with HSA rules and regulations. The Custodian for HSAtoday is National Advisors Trust, FSB. Who is National Advisors Trust, FSB? More than 100 of America’s finest financial advisory firms founded this federally chartered, advisor-owned trust company exclusively for their clients. With a strong and growing asset base, National Advisors Trust is one of the largest independent trust companies in the nation. One reason for this success is the unique relationship National Advisors Trust has with some of the nation's finest financial advisory firms. Another reason for the rapid growth has been the commitment and professionalism of its management staff. Managing more than $50 billion in total client assets, National Advisors Trust ensures that client accounts are properly served with quality trust and custodial services – an outstanding combination of services traditionally offered by trust companies and brokerage firms, but with personal attention at favorable costs. The mission of National Advisors Trust Company, FSB, is clear: To provide a comprehensive selection of trust and custodial services with its hallmarks being Service, Security, and Trust. Service National Advisors Trust delivers a full range of services including:
National Advisors Trust serves as custodian of IRA accounts, personal accounts, employee benefit plans, and trust accounts where the client or another party acts as trustee. National Advisors Trust may also serve as trustee or co-trustee of revocable trusts, irrevocable trusts, life insurance trusts, charitable trusts, charitable trusts and foundations and other trust appointments. Security National Advisors Trust gives you the confidence of knowing your assets are protected by a federally chartered trust company. National Advisors Trust is federally chartered by the Office of Thrift Supervision (OTS), a bureau of the U.S. Treasury Department, and may do business in all 50 states. By law, client assets are segregated from the capital assets of National Advisors Trust and are not subject to potential creditor claims against the Trust Company. Trust Many clients prefer the professional guidance and confidentiality of their Plan Service Provider, and are reluctant to involve a large impersonal financial institution for trust and custodial services. So the advisors who created National Advisors Trust built a premiere, independent trust company that respects and supports the client-PSP relationship. With National Advisors Trust, you maintain the relationship you have with your Plan Service Provider while benefiting from the service of a federally chartered trust company. You can be assured you will receive personal service, attention to detail and the highest standards of professional excellence from National Advisors Trust. For more information on National Advisors Trust, visit their website at http://www.nationaladvisorstrust.com/. Investment
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