Trust & Investments

Trust Management

This portal provides easy access for our trust customers to their financial information. If you should have any trouble accessing your account or if you have a trust account and have not received your access information, please call your trust officer at 843-237-7776 to apply for access or complete the attached form and mail or return it to the Trust Department of the Bank for approval and your personal access information.

Apply for Trust Connect Access

Return Application to Palmetto Heritage Bank & Trust OR
Mail To:
Palmetto Heritage Bank & Trust
ATTN: TRUST DEPARTMENT
P.O. Box 3788, Pawleys Island, SC 29585

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.