FAQs & Resources
-
Who can benefit from Merchants Trust Company’s services?
Individuals and organizations looking for assistance with their investments who choose to delegate the management of their investments in an effort to attain a better result than they would achieve on their own, due to one or more of the following:
- A scarcity of time
- A lack of interest
- A lack of investment experience and expertise
- Insufficient resources
- A tendency to let emotions control investment decisions
Investment Products:
Not FDIC Insured
No Bank Guaranty
May Lose Value -
What does our typical client look like?
Click here to view our Client Profiles.
Investment Products:
Not FDIC Insured
No Bank Guaranty
May Lose Value -
What happens if you contact us?
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.
Mobile Banking
Make payments, check balances and more from your smartphone. Download our free Mobile Banking App here. ($3 monthly fee applies to Free Checking for Life account holders.)
Rewards Checking for Business
Earn cash back, enjoy FREE processing of your first 999 items, FREE access to FinanceWorks and more. Click here.
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.