Legacy Deo offers custodial accounts to churches, institutions, and charitable organizations. These accounts work much like traditional savings accounts. They are simple to open and can be added to or withdrawn from at any time.

Custodial accounts allow excess cash to be put to work, at rates of return that typically exceed those of savings accounts and certificates of deposit. With a Legacy Deo custodial account, organizations have access to our professionally-managed investment funds and have flexibility to configure their investment choices in a way that best meets organizational needs and objectives.

The minimum amount to establish a custodial account with us is $10,000.