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Client Trust Services
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Client Trust Services


What does Anick & Associates’ Trust Services do for you?

Benefits

  • Time and Cost Effective
  • Manage all your client’s assets in one place
  • Simpifies transaction entries
  • Convenient online access to view client data

Protects your clients trust data

  • The Security of Strong Internal Controls and
    Quality Assurance
  • Automated Back-up of Data
  • Bonded and Professional Liability Insurance
  • Positive Pay to Protect against Check Fraud

Services provided

  • Reloadable Debit Cards
  • Print and Mail all consumer living expense checks
  • Print and Mail daily/weekly/monthly consumer
    allowance checks
  • Reconciliation of all Bank Accounts
  • Print Consumer Reports of Balances and Details
  • Check Scanning for Deposits