Private Banking
A personalized banking experience.
As a Fidelity Bank Private Banking customer you’ll receive comprehensive wealth management solutions delivered one-to-one by experienced people focused on achieving your financial goals. This means tailored checking and savings products with exclusive benefits, preferred interests rates for mortgages and personal loans and, most of all, the ability to bank how and when you want.
Private Banking features
Success warrants certain privileges, like a banking relationship tailored to your needs.
CONCIERGE BANKING
Your private banker is a trusted partner concerned with growing and protecting your assets. They ask the right questions, keep you informed of opportunities and build an actionable plan. We make banking hassle-free, coordinating transactions with accuracy and convenience.
TAILORED CHECKING AND SAVINGS
Our team will tailor your checking and savings accounts to meet your day-to-day financial management needs, including exclusive benefits designed for high net worth individuals.
HIGH LIMIT DEBIT CARDS
Make purchases with confidence using a high limit debit card and cover major purchases with temporary limit increases.
PREFERRED LOAN RATES
You’ll enjoy competitive rates on select financing products including mortgage and home equity loans. We also offer private banking customers exceptional pricing on aviation, auto and boat loans.
FOREIGN CURRENCY EXCHANGE
As you make plans to travel abroad, your private banker stands ready to arrange any necessary foreign currency exchanges.
Community commitment
Our customers are also part of the Fidelity Family. They share in the legacy of our fourth-generation family-owned institution, one characterized by an uncommon commitment to our communities. Learn more about our generous investments in the places we call home.
