Custody Services

Peapack-Gladstone Bank Trust & Investments offers investment portfolio record keeping and administrative services that can facilitate the management of your financial assets.

• Dividend income and bond interest are promptly posted to your account.
• Cash received will be swept daily into the money market fund of your choice.
• All capital changes, stock splits and corporate negotiations are posted to your account.
• Tax summaries are provided annually, reporting investment income, including capital gains/losses (where cost basis is provided.)
• Proxies can be voted for you and regular income remittances can be arranged.

Securities and mutual funds are not FDIC insured, are not obligations of or guaranteed by Peapack-Gladstone Bank, and may involve investment risk, including possible loss of principal.  Information provided for educational purposes only.  This should not be relied upon as tax and/or investment advice.  We encourage you to consult your personal legal, tax or financial advisors for information specific to your situation.