Skip to Content

Preferred Branch

Mason City (641)423-1600 Change Location

Your Preferred Branch

Mason City Change Location

2601 4th Street SW
Mason City, IA 50401

Tel.(641)423-1600

Hours
Monday-Thursday: 9:00am - 4:00pm
Friday: 9:00am - 5:00pm
Sat: 9:00am - 12:00pm
Get Directions

Change Preferred Branch

  • Charles City Branch
    300 North Main Street - Charles City

  • Clarion Branch
    315 Central Avenue East - Clarion

  • Kanawha Branch
    220 North Main Street - Kanawha

  • Latimer Branch
    119 North Akir Street - Latimer

  • Mason City State Street Branch
    33 East State Street - Mason City

  • Mason City West Branch
    2601 4th Street SW - Mason City

  • Mora Branch
    730 Forest Ave East - Mora

  • New Hampton Branch
    124 West Main Street - New Hampton

  • Osage Branch
    501 Main Street - Osage

mail icon Search Icon Menu
Welcome

Welcome!

Start navigating site here

Close

We provide a partnership with other Bank Trust Departments to assist with portfolio management and data processing solutions.

 

Your #1 priority is the client. Trying to balance everyday activities, record-keeping, business development, and client service can leave your trust officers and operational staff confused about what comes first. By partnering with First Citizens Trust & Investment Services, you have the tools to increase staff productivity, enhance your effectiveness, and help secure your clients’ loyalty.

Trust Operations Solutions is the full-featured trust accounting and investment management solution for you…solutions for your trust officers and operations staff, but most importantly, your clients.

Communication Solutions
Give your clients clear, easy-to-read customized statements that set you free from report preparation (and mailing!).

  • Statements at the frequency you select for each account
  • Graphical formats
  • Up-to-date, automatic pricing of securities
  • Summary statements for court reports and tax accounting
  • Mailed from your location

Online Solutions
Gain a competitive advantage by offering your clients access to their portfolio 24/7.

  • Transactions and investment data
  • Internet statements option
  • Online individualized performance data
  • Simplified statements and color graph presentations

Portfolio Management Solutions
Partner with investment professionals for help with your portfolio management responsibilities.

  • Direct access to trust portfolio managers
  • Trade at the Trust Company’s institutional rates
  • Extensive investment analysis and security research resources
  • Equity Buy List and suggested mutual funds
  • Corporate reorgs/Bond calls

Data Processing Solutions
Eliminate bottlenecks caused by manual posting and reconciliation by your staff.  Process your work on our AccuTrust Cheetah system.  We use this powerful platform and its multiple interfaces for asset custody, pricing automated cash management, and many other important functions.

  • Administrative and regulatory reports on demand
  • Back-up in operations when your staff is out
  • Problem solving by experienced trust operations personnel
  • Asset custody through US Bank
  • Automated income receipts and reinvestment
  • Offsite data archives

And More Solutions

  • Automated fee calculation and collection
  • Access to consulting and resource library
  • Assistance in managing risk and fiduciary liability
  • More time for business development activities
  • User Conferences and Training sessions

Products provided by First Citizens Trust & Investment Services are not insured by the FDIC, are not deposits of the bank and are not guaranteed by this institution; and, are subject to investment risks, including possible loss of the principal invested. Please note that neither First Citizens Bank nor the First Citizens Trust & Investment Services Department provides tax or legal advice. You should always consult an attorney along with a tax professional to determine how to prepare the best estate plan for your situation.

 

Contact Us
Back to Top