At Canandaigua National Bank & Trust your investment portfolio not only helps to secure your future, now it can
also provide you convenient access to funds when you need it.
Our new Wealth Line of Credit1 is a convenient funding solution that is secured by your wealth assets, allowing
you to leverage the value of your investments, while remaining focused on your long-term goals.
Wealth Line of Credit:
- Receive a No Fee Optimum Checking Account2
- Access Your Line Conveniently via Online Transfers
- Maintain Your Investment Strategy
- Secure Lines with Wealth Assets
Access Your Line Conveniently via Online Transfers
Transfer funds from your Wealth Line of Credit to your Optimum Checking using Online Banking
or the CNB Mobile App as needed.
Maintain Your Investment Strategy
Leverage the value of your investments without withdrawing from your investment accounts.
Discover the CNB difference.
As the only local, full-service, community-owned financial institution in the Greater
Rochester Area, CNB is investing in you, your business, and your community. Our CNB
Wealth Management is here to service individuals, families, businesses, foundations, and
not-for-profits. Their expertise includes investments, financial planning, trust &
estate, retirement, institutional, private banking, family wealth and more. With a local
presence and commitment to concierge-level service, they will deliver an experience that
exceeds expectations.
1Subject to credit approval. Minimum line amount $75,000. Required monthly payments of interest accrued on any principal amount outstanding. 2A monthly maintenance fee of $21.50 will be imposed on every statement date if the following balance requirements are not met. A minimum outstanding Freddie Mac Mortgage balance of $150,000, or a minimum combined balance in CNB accounts for the statement period of $20,000. The combined balance for the Optimum account is the average daily balance in checking, savings, money market, certificates of deposit, and Basic Business Checking; and the outstanding balance for auto loans, CNB in-house mortgage loans, personal loans, home equity loans or lines of credit, a Wealth Management, or a Canandaigua National Trust of Florida, or other eligible investment account relationship. Deposit Products - FDIC Insured. Investments are subject to investment risks,
including possible loss of principal amount invested. Other services may be offered through affiliate companies. The above product may not be appropriate for all investors. Before making any investment decision, please contact your legal, tax or financial advisor.