Investment Accounts

Build Wealth with Flexible Investment Options

At Helios Trust Bank, we provide a range of investment accounts designed to help you grow, protect, and diversify your wealth. Whether you’re planning for retirement, saving for education, or building long-term financial security, our accounts give you access to professional guidance, powerful tools, and diverse investment choices.

Why Choose Helios Investment Accounts?

Flexible Options – Accounts tailored to your goals, risk tolerance, and time horizon.
Diverse Investments – Access to stocks, bonds, ETFs, mutual funds, and managed portfolios.
Professional Guidance – Advisors who align your investments with your financial plan.
Integrated Banking & Investing – Seamless connection with your Helios checking, savings, and retirement accounts.
Secure Platforms – Advanced technology to keep your investments safe.
Transparent Fees – Competitive pricing with no hidden costs.

Types of Investment Accounts

Individual & Joint Accounts – Standard brokerage accounts for flexible investing.
Retirement Accounts (IRAs) – Tax-advantaged savings for your future.
Custodial Accounts – Help children or dependents start building wealth early.
Education Savings Accounts – Plan ahead for tuition and educational expenses.
Managed Portfolios – Professionally designed investment strategies for hands-off growth.

Benefits of Partnering with Helios

Build and diversify wealth over time.
Align investments with long-term financial goals.
Access both self-directed and advisor-managed options.
Stay informed with research, insights, and real-time account access.

Head Office: W 153rd St, New York, NY 10039
Tax Identification Number: 39-4000137
Phone: ‪+1 (548) 457-9847

With robust data protection, personalized service, and a commitment to transparency, Helios Trust Bank is more than just a bank — we’re a financial partner you can rely on.