As investment opportunities and options have expanded, Capitol Federal® has established a network of experienced and knowledgeable professionals who are capable of managing your Trust. We employ certified trust officers, and work with licensed Attorneys, Certified Public Accountants, and Accredited Asset Management Specialists, all ready to serve your unique needs.
As our customer, you can be assured of objectivity, receiving only the advice and services that serve your interest. Our assistance is based solely on your goals and objectives.
Assets in Trust and Investment Management Accounts, unless otherwise indicated:
- are not FDIC insured
- are not a deposit or other obligation of the depository institution
- are not guaranteed by the depository institution
- are not insured by any government agency
- are subject to investment risks, including the possible loss of the principal amount invested
Trust Account Access
Do you currently have a Trust account with Capitol Federal®? Log in to view your account.
Sign InTo contact a Trust Officer, call 1-888-8CAPFED. If you have questions about logging in to view your account online, view the user guide in the link below.
PAL User GuidePeace of Mind for you and your family
- Administering the trust assets to achieve objectives
- Accounting for the trust assets under the Principal and Income Accounting Act
- Budgeting and analyzing cash flow for the beneficiaries
- Compiling and filing trust tax returns
- ... and many more
Save Time at Trust Settlement
It’s never too early to begin creating the framework for your living trust. Effectively manage your financial affairs to ensure the accurate distribution of assets to your loved ones when the need arises.
Experienced Professionals to Help You, the Trustee
Capitol Federal® offers many services when it comes to understanding, planning and carrying out a trust. One of those services is our custodial service. This service could help you ensure your trust is handled appropriately. You may want recommendations on the appropriate trust structure to set up, or need direction on investment policy, accounting or distribution of the trust’s assets. Or, just simply want general guidance and assistance with bookkeeping. We can handle any of those requests.By allowing us to serve as your agent, we take on a consultative role with you, the trustee. This means, in addition to providing custodial services and bookkeeping, we work with you to help with the administration of your trust. Establishing an estate plan designed to meet your goals and needs is critical. Moreover, having expert support from a professional agent - like CapFed® - can be essential.
Learn More About Custodial Services