Accessing and managing custodial services shouldn’t be a difficult or confusing task. We’ve integrated AssetMark Trust’s services directly into the AssetMark platform, making it a seamless and intuitive experience to evaluate accounts, manage assets, and leveraging the capabilities available on the AssetMark platform.
Available only through AssetMark Trust, Complete Cash Solutions provide a flexible and competitive solution for cash assets. Our Insured Cash Deposit Program and High-Yield Cash solutions provide up to $2.5 million of FDIC insurance by allocating client deposits across a network of FDIC-insured banks, next-business day access to cash without any withdrawal penalties, and reporting across your individual, joint, and trust accounts.
AssetMark, Inc. ("AssetMark") is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses. The information on this website is for informational purposes only and is intended as an overview of the services offered to financial advisors, not a solicitation for investment. Information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change.
Advisors seeking more information about AssetMark’s services should contact us; individual investors should consult with their financial advisor.
AssetMark is an investment adviser registered with the U.S. Securities and Exchange Commission and a subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK) of which Huatai Securities Co., Ltd. is a controlling shareholder. Visit our ownership page for more information.
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