First Citizens Wealth Disclosures
First-Citizens Bank & Trust
First Citizens Investor Services, Inc.
First Citizens Asset Management
SVB Wealth LLC
Privacy Statements
Keeping your personal information safe and secure is a top priority. Learn about what information we collect, how we use it and how we protect your privacy.

First-Citizens Bank & Trust
First Citizens Investor Services, Inc.
Business Continuity Plan (PDF)
Commission and Fee Schedule (PDF)
Firm Brochure Form ADV Part 2A (PDF)
Wrap Brochure Form ADV Part 2A (PDF)
Form CRS Customer Relationship Summary (PDF)
Regulation Best Interest Brokerage & Insurance Conflicts of Interest Disclosure (PDF)
The SEC Rule 606 Reports are pursuant to Securities and Exchange Commission Rule 606, which requires all broker-dealers to make publicly available quarterly reports on their order-routing practices. The reports provide information on our routing of non-directed orders, which are orders that customers haven't specifically instructed to be routed to a particular venue for execution. The link above will take you to a site where you can type the name of our firm and access our Rule 606 Report.