Fee Schedules and Forms

Summit Trust Company provides a variety of services for both professional advisors and their clients. This section contains the various forms that are required to open an account with Summit Trust, as well as to service those accounts. In addition, the fee schedules for each type of account can be opened and downloaded from the fees section.

Most documents are in PDF format. You will need Adobe Acrobat Reader to view and print these files. If you do not already have Acrobat Reader, you can download it for free.

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Download the following:

If you have any questions regarding any of our fee schedules or account forms, please contact us by clicking here.