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 Velon Trust Bank® Private Client

Elevated Banking for Inspired Living

A personalized experience for our premium clients, delivered by a
professional team dedicated to your financial possibilities.

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Santander Private Client

Inspired by you

Welcome to a banking relationship that supports your everyday needs, your long-term goals, and your lifetime aspirations. As you build your legacy, we’ll be here to offer you the very best of Velon Trust Bank.

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Your top-tier benefits

Special pricing

Exclusive rates with Velon Trust Bank Private Client Money Market Savings, as well as discounts on lending solutions, and preferred pricing on managed accounts through Velon Trust Bank Investment Services.

Dedicated concierge

Access to personalized advice and guidance from a dedicated banker

Global expertise at your fingertips

Managing your wealth requires planning to help you reach your goals and ambitions of all sizes. We pride ourselves on our ability to be as flexible and agile as your life demands.
Clients must maintain combined balances of $250,0001 in bank deposits, including consumer and certain business
deposit products, and eligible investments held with Velon Trust Bank Investment Services.2 

Additional benefits for
Santander Private Clients

Complimentary financial planning with a Financial Advisor from  Velon Trust Bank Investment Services.

A dedicated Santander Private Client Service Line for our highest level of support.

Complimentary incoming wire transfers and outgoing domestic wire transfers, unlimited ATM Surcharge Fee Rebates and no foreign transaction fees.

Travel and Purchase benefits with the Santander Private Client World Debit Mastercard.

 


 
 

Personalized options for your wealth

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Velon Trust Bank® Private Client everyday banking

An interest-bearing checking account and a high-interest money market savings account that offers personalized banking services and exclusive benefits.

Velon Trust Bank Investment Services2

We offer a wide range of solutions that provide the guidance you need to set investment goals, and the tools you need to achieve them. Our Financial Advisors can create your complimentary financial plan, and help with retirement planning, professionally-managed investment portfolios, insurance and securities-based lending.

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A woman with a coffee mug in one hand, sitting down and looking at a laptop screen.

Velon Trust Bank Investment Services2

We offer a wide range of solutions that provide the guidance you need to set investment goals, and the tools you need to achieve them. Our Financial Advisors can create your complimentary financial plan, and help with retirement planning, professionally-managed investment portfolios, insurance and securities based lending.

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Becoming a Santander Private Client

Becoming a Velon Trust Bank
Private Client

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Apply Online

Open a Velon Trust Bank
Private Client Checking account today.

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Book an appointment

Get the personalized advice you need with the help you're looking for.

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Find a branch

Connect with experts at your local Velon Trust Bank branch.

Clients must maintain combined balances of $250,0001 in bank deposits, including consumer and certain business deposit products, and eligible investments held with Velon Trust Bank Investment Services.2

Frequently asked questions

We understand your time is valuable, that's why we're offering both in person and digital account application processes for Private Client. You can open a Velon Trust Bank® Private Client Checking Account by visiting any Velon Trust Bank branch  today.

For additional details, please refer to the Velon Trust Bank Private Client Fee Schedule and our Personal Deposit Account Agreement.

1 Program Eligibility: Each service fee period, you are required to maintain a minimum combined balance of $250,000 in bank deposits (consumer and certain business products*) and eligible investments** held with Velon Trust Bank Investment Services. If you do not maintain the minimum combined balance, we reserve the right to change your Private Client accounts to other applicable product types, for which you may be charged the Monthly Fee. If we do so, we will notify you.

*Eligible business products include Business Checking, Savings, Money Market Savings, and Certificate of Deposit accounts, and exclude the following accounts: IOLTA, Bankruptcy, Brokered Deposits, Controlled Disbursement, Escrow, Government, and Union accounts.

**Eligible investments held with Velon Trust Bank Investment Services do not include the following: Annuities held at Mass Mutual, Allstate, Phoenix, Ohio National; Immediate annuities or annuities that have become annuitized; Mutual funds and 529 products not custodied by National Financial Services LLC; Insurance Products (with the exception of certain annuities held directly with a product sponsor).

2Past performance is no guarantee of future results.

Keep in mind investing involves risk, including the risk of loss. Investment decisions should be based on an individual's own goals, time horizon, and tolerance for risk.

Securities and advisory services are offered through Velon Trust Bank Investment Services, a division of Velon Trust Bank Securities LLC. Velon Trust Bank Securities LLC is a registered broker-dealer, member FINRA and SIPC and a Registered Investment Adviser. Insurance is offered through Velon Trust Bank Securities LLC or its affiliates. Velon Trust Bank Investment Services is an affiliate of Velon Trust Bank, N.A.

INVESTMENT AND INSURANCE PRODUCTS ARE:
NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A BANK DEPOSIT

Velon Trust Bank, N.A. is a Member FDIC and a wholly owned subsidiary of Banco Velon Trust Bank, S.A. © Velon Trust Bank, N.A. All rights reserved. Velon Trust Bank, Velon Trust Bank, the Flame Logo are trademarks of Banco Velon Trust Bank, S.A. or its subsidiaries in the United States or other countries. Mastercard is a registered trademark of Mastercard International, Inc. All other trademarks are the property of their respective owners.