Pawleys Island, SC
Phone: (843) 237-7776
Toll Free: 1-866-287-6002

Trust & Investments

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Trust Management
(Sungard Trust Connect Login)
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Discount Brokerage
(Sorrento Login)

Brokerage Services

Palmetto Heritage Bank & Trust has partnered with ICBA (Independent Community Bankers Association) and Sorrento Pacific Financial, LLC (Sorrento), a registered Broker/Dealer, member FINRA/SIPC to offer our customers the opportunity to open and manage their own brokerage account. This service is for our customers that manage their portfolios either through the internet or by phone and are looking to handle all their finances conveniently through their financial institution. To talk with someone concerning this service, please call 843-237-7776 and ask to speak to one of the bank's trust professionals or come by the Bank to meet with them at your convenience.

ARE NOT FDIC INSURED
MAY LOSE VALUE
ARE NOT BANK GUARANTEED

Investment Products are not FDIC Insured, are not deposits or other obligations of, nor guaranteed by Palmetto Heritage Bank & Trust or any Federal Agency and involve investment risk including possible loss of principal invested.

Palmetto Heritage Bank & Trust's website links to third party websites on the internet. Palmetto Heritage Bank & Trust provides links to these websites only for convenience. The inclusion of these links are not endorsements by Palmetto Heritage Bank & Trust. The linked sites are not under the control of Palmetto Heritage Bank & Trust, thus, Palmetto Heritage Bank & Trust is not responsible for the content of any linked site or any link contained within a linked website.
 
 
   
 


NOTICE OF CHANGES IN TEMPORARY FDIC INSURANCE COVERAGE FOR TRANSACTION ACCOUNTS

All funds in a “noninterest-bearing transaction account” are insured in full by the Federal Deposit Insurance Corporation from December 31, 2010, through December 31, 2012. This temporary unlimited coverage is in addition to, and separate from, the coverage of at least $250,000 available to depositors under the FDIC's general deposit insurance rules.

The term “noninterest-bearing transaction account” includes a traditional checking account or demand deposit account on which the insured depository institution pays no interest. It also includes Interest on Lawyers Trust Accounts (“IOLTAs). It does not include other accounts, such as traditional checking or demand deposit accounts that may earn interest, NOW accounts, and money-market deposit accounts. For more information about temporary FDIC insurance coverage of transaction accounts, visit www.fdic.gov.

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Many of the photos used on our website were taken by local area photographers, including Chuck Gee of Photographic Collections.