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  |  Investing Services

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.1

Non-Profit Organizations

Talk with us about why we are a leader in investment management1 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.

1 Nondeposit Investment Products. Nondeposit investment products such as securities or mutual funds available through Fidelity State Bank & Trust Company 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.

Investing Services

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 Cetera Investment Services LLC2, brokerage services provide a full set of features coupled with local, friendly service.

Manage your investments online

iconnect2invest allows you to place trades, conduct research and monitor market news, and manage your investments through your online account2. With competitive prices and a wealth of features, iconnect2invest makes managing your portfolio easier.

2 Cetera Investment Services LLC is an independent, registered broker/dealer and registered investment adviser. Member SIPC/FINRA. Securities and insurance products offered by Cetera: * 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 Cetera 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 in 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 Cetera, nor any of its representatives may give legal or tax advice.