Trust & Investing

Trust services at Fidelity State Bank

Handle the uncertainties of financial management with the help of our dedicated, experienced group of trust professionals.

Whether you are seeking to increase your wealth, provide for your loved ones, or fulfill the mission of your non-profit organization, we listen to your needs and develop services customized to your goals. Call us at (620) 227-8586 to speak with our trust professionals.

Trust Services

Gain peace of mind with our experienced and knowledgeable trust professionals

Creating, managing, and protecting assets is a complex task. Our knowledgeable and experienced trust professionals are dedicated to helping you meet your financial goals and provide for future generations. Our services include:

  • Investment Accounts. Set up an Individual Retirement Account or take advantage of professional portfolio management through an Asset Management Account.
  • Non-Profit Organizations. Talk with us about why we are a leader in investment management for non-profit organizations and foundations.
  • Special Needs Trusts. Help provide for your disabled loved one with a trust for services and expenditures not provided for by government aid.
  • Trust Administration. Select us to administer your trust arrangements—including testamentary, irrevocable, and living trusts—with independence and experience.
  • Other Arrangements. Contact us for help with conservatorships, estate settlement, charitable gift administration, and custodial services.

Call us at (620) 227-8586 to speak with a Trust Officer and discover the full range of options available to you.

Investing

Manage your portfolio with the help of local, friendly professionals

Trade stocks, bonds, and other financial assets for your IRA or other portfolio through experienced Investment Representatives. Presented in association with Primevest Financial Services, Inc., brokerage services provide a full set of features coupled with local, friendly service.

Manage your investments online

e*PrimeVest allows you to place trades, conduct research and monitor market news, and manage your investments through your online account. With competitive prices and a wealth of features, e*PrimeVest makes managing your portfolio easier.

For more information on e*PrimeVest, contact our Investment Representatives at (620) 227-8586.

Click here to access your e*Primevest account

Important Disclosures. PrimeVest Financial Services, Inc. is an independent, registered broker/dealer and registered investment adviser. Member SIPC/FINRA. Securities and insurances products offered by PrimeVest: * Not FDIC insured * May go down in value * Not financial institution guaranteed * Not a deposit * Not insured by any federal government agency. 510 Second Avenue, Dodge City, Kansas.

View PrimeVest privacy policy and other important information.

Investment Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information on this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

For a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Neither PrimeVest, nor any of its representatives may give legal or tax advice.

An Important Note About Communications from Us

Fidelity State Bank is dedicated to protecting your private financial information. We will never ask you for confidential personal or financial information via an e-mail message, text message, or unsolicited telephone call. If you receive an e-mail that requests confidential personal or financial information—or sends you to a website that asks the same—ignore it.

Please call us at 620-227-8586 if you have any questions about any communications that are claimed to be from us.

FDIC Insurance

Member FDIC. Each depositor insured to at least $250,000.

Investment products are not covered. Investment securities products available through Fidelity State Bank & Trust Co. are not deposits or obligations of the bank, are not guaranteed by the bank, are not insured by FDIC or any other government agency, and may involve investment risk, including possible loss of principal.

Web Access Disclosures & Terms

Online banking requires a pre-existing account with us. Visit us at our Main Bank or North Branch to open an account.

For specific information on the terms and conditions of an account or product offering, please visit us or call us at (620) 227-8586.

Notice of Changes in Temporary FDIC Insurance Coverage for Transaction Accounts

All funds in a "noninterest-bearing transaction account" are insured in full by the Federal Deposit Insurance Corporation from December 31, 2010, through December 31, 2012. This temporary unlimited coverage is in addition to, and separate from, the coverage of at least $250,000 available to depositors under the FDIC's general deposit insurance rules.

The term "noninterest-bearing transaction account" includes a traditional checking account or demand deposit account on which the insured depository institution pays no interest. It also includes Interest on Lawyers Trust Accounts ("IOLTAs"). It does not include other accounts, such as traditional checking or demand deposit accounts that may earn interest, NOW accounts, and money-market deposit accounts.

For more information about temporary FDIC insurance coverage of transaction accounts, visit www.fdic.gov.