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Wealth Management & Investment Services

Wealth Management Investment Services

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Custodial Services

Rely on the professionals at CitizensTrust to handle completely all the clerical aspects of your portfolio, including income collection, bill payment, capital change monitoring and posting and more. You have use of our quality money market funds that invest your cash responsibly on a daily basis. You receive timely statements that reflect your assets and document all transactions we process on your behalf.


Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA, Member SIPC, Insurance products offered through LPL Financial or its licensed affiliates. Citizens Business Bank and CitizensTrust Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial registered representative associated with this may only discuss and/or transact securities business with residents of the following states: CA

Investment Products
Not FDIC Insured - No Bank Guarantee - May Lose Value

Please Note:
Any amounts invested pursuant to repurchase agreements are not deposits of the bank, are not insured by the Federal Deposit Insurance Corporation (FDIC), are not themselves guaranteed in any way by the United States or any of its agencies (even though the securities purchased by means of a repurchase agreement may be), are not a money market certificate but are subject to investment risks, including possible loss of principal invested.
Member FDIC Equal Housing Lender Verisign Secured

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Citizens Business Bank Corporate Headquarters, 701 N Haven Ave. Ontario CA 91764 | Toll-Free:1-877-4-CBBANK

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