Personal Services

Make Everyday Banking Feel Easier to Manage

Stay on top of your money without making banking feel complicated. Get practical tools and support for everyday needs and future plans.

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Self-Directed IRAs

Give Retirement Assets More Flexibility

A Self-Directed IRA can help you explore alternative investments like real estate, private investments, and more. Manage the banking side with digital access and dependable support.

Fund and manage Self-Directed IRAs
Move money for investment activity
View transactions and account history

Checking Accounts

Manage Daily Spending With Less Friction

Handle deposits, payments, and everyday purchases with a checking account built for simple access. Stay connected to your money online, on the go, or when you need support.

Flexible checking and account options
Online and mobile banking
eStatements and check ordering

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Savings Accounts

Keep Your Savings Within Reach

Set money aside while still keeping it easy to manage when you need it. Stay connected to your savings with digital access, helpful tools, and dependable support.

Interest-bearing savings accounts
Online and mobile banking
eStatements available

Certificates of Deposit

Save With More Structure

Set aside money you do not need right away with a certificate of deposit. Choose a set term and keep your savings working toward a future goal.

Competitive CD rates
Terms from 3 to 36 months
Flexible short- to mid-term options

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Online & Mobile Banking

Bank From Wherever Life Takes You

Check balances, move money, pay bills, and manage everyday banking from your phone or computer. Stay connected to your money with simple digital access and dependable support.

Payments and bills in one place
Balances and statements on demand
Secure messaging and account services

Frequently Asked Questions

What is a Self-Directed IRA?

A Self-Directed IRA is a retirement account that allows you to invest beyond traditional stocks and bonds into a broader range of assets. It can be funded through contributions, transfers, or rollovers from existing retirement accounts.

What role does Truvant play in Self-Directed IRA transactions?

Truvant provides the banking infrastructure that supports Self-Directed IRA activity, including funding, cash management, and transaction processing associated with your investments.

Can I use Truvant for both everyday banking and specialized financial activity?

Yes. Truvant supports both day-to-day banking needs and more specialized financial activity—such as Self-Directed IRAs—within a single, integrated platform.

How does a Self-Directed IRA apply to individuals?

A Self-Directed IRA enables individuals to take a more active role in their retirement planning by accessing a broader range of investment opportunities—such as real estate, private equity, and other alternative assets—supported by the appropriate banking and custodial relationships.

How do I manage my day-to-day banking with Truvant?

You can securely manage your day-to-day banking through Truvant’s online and mobile platforms, including viewing balances, monitoring transactions, and managing account settings.

Can Truvant adapt as my financial needs change?

Yes. Truvant offers flexible personal banking solutions designed to evolve with you—from everyday financial management to more specialized strategies over time.