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Home > Individuals and Families > Private Banking Services

Banking Services

You demand the utmost attention to detail and the sure-handed assistance of an experienced banking professional. From routine matters such as investing excess cash, to capital needs, to decisions about financing new business ventures or real estate purchases, our clients depend on banking services at Haverford Trust.

Certificates of Deposit:

  • 90 day terms without penalty for early withdrawal
  • Minimum deposit — $25,000
  • Competitive interest rate*; consistently higher than competitors
  • Interest compounded at maturity
  • FDIC insured up to the insurance limits**

Lines of Credit and Loans:

  • Competitive interest rate* for all clients who qualify
  • Flexible repayment schedule
  • Monthly payments deducted automatically from your investment account
  • All loans secured by marketable securities in your Haverford Trust portfolio
  • Quick turnaround on all requests
  • No wire charges, points, filing fees or application fees
  • Interest may be tax-deductible; consult your tax advisor for details

By providing traditional bank products and services alongside our investment offerings, our clients can enjoy the same high quality experience for all of their financial services needs.

*Please call 888-995-5995 for the current rate. 

**Investments in securities are not FDIC insured, may lose value, and are not bank guaranteed.