AssetMark Trust Company

AssetMark Trust is an integrated custodian that brings AssetMark's client-focused approach to keeping secure custody of client assets. We deliver peace of mind for independent financial advisors clients and investors like you who want a trusted and reliable partner for custody solutions. Our people are committed to your success, and we work hard to deliver all the services and capabilities you need to serve your clients and grow your practice.

Quick Facts

  • Created in 1994
  • $30 billion AUM
  • Serving more than 150,000 accounts held by investors and advisors
Custodians on the Platform
  • AssetMark Trust Company
  • Pershing
  • TD Ameritrade
  • Fidelity Investments
  • Charles Schwab
1655 Grant Street Building

Trust Services

You and your clients use the AssetMark website for access to all your custodial information in one integrated experience, versus a separate custodial web platform.
Cash Advantage Checking and Cash Advantage Lending
Banking services enable you to deepen the relationship and add value to your clients through access to:
  • Competitive interest rates on securities-backed lines of credit
  • Free interest bearing checking accounts linked directly to investment accounts
  • Easy application process on all banking services
Trust Connections
Why pass on opportunities to manage your clients' trust assets when AssetMark Trust can refer you to an advisor-friendly firm for personal trust services:
  • You can continue to be a primary point of contact
  • You manage the trust investments
  • Retain assets across generations by using successor trustee language enhancing the value of your practice

Custodial Services

Our open architecture platform gives you a choice of custodians so you can select the option that best matches the way you want your practice to operate. Each custodian offers financial stability, industry-leading data security and a reputation for integrity when it comes to securing your clients' assets.

Benefits for Advisors
  • Remain the primary relationship contact while managing trust assets
  • Continue to play a significant role in helping your clients make sound investment decisions
  • Retain assets under management that might otherwise be managed at traditional trust departments
  • Gain a competitive advantage over other advisors who do not offer these services
Benefits for Investors
  • Provides a one-stop approach to help manage client investment needs
  • Client retains you as the investment professional to manage their trust assets
  • A wider array of investment choices than through traditional trust institutions

AssetMark Trust Insured Cash Deposit (ICD) Program

AssetMark Trust's ICD Program offers the benefits of FDIC insurance for clients' cash needs.*
The program makes it possible to safeguard a portion of your assets through a liquid, interest-bearing vehicle.

*Exceptions apply. Accounts that are invested in a strategy over which AssetMark exercises investment discretion or are Internal Revenue Code Section 403(b)(7) custodial accounts are not eligible to participate in the ICD program.