Client Trust Services

Client Trust Services

What Our Trust
Services Do for You


For over 20 years, Anick & Associates has been entrusted with the money management for case managers and their 900-plus individual clients who require money management, record keeping and bill-paying services. Our staff understands the complexities of the many types of client-trust transactions and governmental regulations.

Protects Your Client’s Trust Data

  • Security of strong internal controls and quality assurance
  • Bonded and professional liability insurance
  • Positive pay to protect against check fraud

The Services We Provide

  • 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

Benefits


  • Saves time and costs
  • Convenient online access to view client data

Contact Us


11933 W. Burleigh St., Wauwatosa, WI 53222
  • Phone: 414-774-0300
  • Fax: 414-774-0784