Individuals & Families | Merchants Trust Company

Merchants Trust Company

How Do I...

Do I need to have a Merchants Bank Account or Mortgage to apply?

Do I need to have a Merchants Bank Account or Mortgage to apply?

No.
Are there any hidden fees?

Are there any hidden fees?
There are no surprises or hidden fees with this account.
Do I save any money going paperless?

Do I save any money going paperless?

Online Bill Payment will save you money because you will no longer have to purchase stamps (and in some cases, envelopes) to send your payments.
Do I have to invest more than $250,000?

Do I have to invest more than $250,000?

No, you may invest as little as $100,000.
Does the rate change during the year?

Does the rate change during the year?

No, the rate stays fixed for the 12 month term.

Solutions for Individuals and Families

For individuals and families with significant assets and complex financial needs, Merchants Trust Company has long been a trusted and proven resource.

For over 140 years we have delivered expert guidance and thoughtful financial counsel to those who appreciate the benefits of working closely with a trusted and experienced advisor.

Our continued commitment is grounded in common sense and focused on achieving a complete and comprehensive understanding of our client’s unique financial picture.

Plus, individuals and families requiring investment experience that is less comprehensive in scope can turn to our Trust Personal Investment Account.

Investment Products:
Not FDIC Insured
Not A Deposit
No Bank Guaranty
May Lose Value

Trust Account Log-in

Get the right information: Select a Question or Concern below.

Emotional decisions have negatively impacted some of my investment decisions.

Who will take care of my family’s finances if I can’t?

My retirement savings and investing are not where they need to be.

Our non-profit needs more responsible management of its funds.

I run a successful business, but need help planning a successful retirement.

Merchants Trust Company

We earn the trust of our clients by combining our unique investment approach with true Vermont values of listening, learning and taking action. Find out more.