By entrusting the management of settlement proceeds to a corporate trustee and skilled investment professionals, a Settlement Trust protects a claimant from exploitation and spendthrift tendencies while affording controlled liquidity and financial flexibility.

MTCWM helps credit unions’ Investment Programs support their members by providing broad access to Members Trust Company’s low-cost, tax efficient, industry-recognized investment models on brokerage platforms through their Financial Advisors. We are currently on Envestnet, Orion and LPL’s platforms and expanding.

Founded in 1987 by America’s Credit Unions for credit unions, their members and the general public, Members Trust Company is the first national trust and investment firm providing financial stewardship, investment and trust services with “Main Street” member-centric value and values…even for non-credit union members.

Financial literacy. Education. Quality of life. Credit unions make our communities stronger. Which is why Members Trust Company developed a better way to fund your charitable giving focus while remaining responsible and accountable to your members. By funding charitable donations through investment returns rather than operating income, you can do more by making more.

As a federally chartered trust company regulated by the Office of the Comptroller of the Currency (OCC), we understand the legal requirements and delicate nature of estate settlement. Our goal is to deliver efficient, cost-effective solutions when settling your estate, or the estate of your loved one.

Enjoy MTC’s 2025 Calendar!

Pennsylvania has recently enacted significant changes to its tax code regarding grantor trusts, aligning more closely with federal regulations. This new legislation, signed into law on December 14, 2023, will take effect for tax years beginning on or after January 1, 2025.

Members Trust Company’s base fee schedule. Custom quotes are available for accounts over $6 million.

Our mission is to empower credit unions and financial professionals to grow their Wealth Management business through our innovative products and solutions, unwavering commitment to service, and unparalleled industry expertise, all focused on helping every client realize their financial aspirations.

At Members Trust Company (MTC), we understand that clients who establish trusts are loyal. They are loyal to their financial advisor, and they are loyal to the trust company they have chosen to administer their estate in the event of their incapacity or death.

Members Trust Company is a nationally chartered trust & investment management company wholly owned by credit unions. Our goals, values, and passion lie within in our commitment to exceptional client service.

We are a national wealth management firm with the heart of a credit union.

With deep roots going back nearly 40 years, Members Trust Company is the nation’s first nationally chartered trust & investment management company wholly owned by credit unions. And just like our credit union stakeholders, our goals, values, and passion lie within our commitment to exceptional service.

Our culture is the heart of Members Trust Company. It makes our organization a special place to work and it gives us a unique advantage. Building and sustaining the culture of Members Trust Company requires intentional effort from everyone who works here. This playbook is just one part of that effort.

Owned by America’s credit unions, Members Trust Company (MTC) provides investment management and fiduciary services to credit unions, their members, and to the general public.

Members Trust Company (MTC) provides fiduciary services to Registered Investment Advisors (RIAs), broker dealers and credit union advisors.

Members Trust Company is a nationally chartered trust company wholly owned by credit unions. Our goals, values, and passion lie within in our commitment to exceptional client service.

See the brochure in our link for services provided and the benefits of appointing Members Trust Company.

Serving as trustee can be time-consuming and overwhelming, but you don’t have to do it alone. We are here to help you navigate legally complex situations and difficult family conversations.

As the very first national trust and investment firm owned by and committed to credit unions, your mission to give back isn’t just our mission; it’s our mandate.

Selecting a Successor Trustee can be a daunting task. When you establish your Revocable Trust, you may serve as the Trustee during your lifetime but you must name a Successor Trustee in the event of death or incapacity. When considering the options; there are three common choices: an individual/family member, an independent fiduciary, or a Corporate Trustee.