Keep Your Clients’ Assets Safe

AssetMark Trust provides secure custodial and recordkeeping services for your clients’ assets—all integrated with the AssetMark platform.

Peace of Mind

Security and Reliability for Your Clients’ Needs

AssetMark supports the needs of independent financial advisors and their clients, including trust and custodial services. Through AssetMark Trust Company, we provide secure, reliable, and flexible supervision of your clients’ assets. Financial advisors remain the primary point of contact and manage their clients’ trust assets as needed, and gain peace of mind knowing their clients’ assets are safe and secure in the hands of dedicated professionals.

How We Help

Cash Advantage Checking and Lending

AssetMark Trust’s services provide your clients competitive interest rates on securities-backed lines of credit; interest-bearing checking accounts linked directly to investment accounts; and an easy application process for all services.

Streamlined Recordkeeping and Reporting

We’ll handle administrative tasks like recordkeeping and reporting on assets to beneficiaries and tax authorities so you can keep your focus on your client and their needs. We’ll provide easy-to-read statements and tax reporting—all accessible online, reducing paper waste, and simplifying document management.

Complete Asset Protection

Serve as your clients’ primary point of contact and manager of trust assets when choosing AssetMark Trust as the custodian of your clients’ assets. If your practice needs to safeguard assets across several client generations, you can easily implement successor trustee language that ensures trust assets are treated in line with your clients’ wishes.

Dedicated Service and Support

We’ll work with you to understand your clients’ needs and deliver trust/custodial services that truly address those needs. If you or your clients have questions about their trust assets, just reach out to us; we’re always happy to help.

Fully Integrated

Integrated into the AssetMark Platform

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.

Cash Services

Cash Solutions

AssetMark Cash Solutions provide a lineup of cash accounts and short-term investments designed to help you customize the right solution for your clients’ unique needs in terms of safety, liquidity, and competitive returns. Get the professional expertise, dedicated support, and robust resources you need to help you personalize a cash management proposal for your clients.

Learn More

Find Out More

See if AssetMark Trust is the solution for your clients’ assets.

Security and Privacy Forms and ADV Terms and Conditions

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, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. Visit our ownership page for more information.