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Talk with us:
(800) 773-7100

Our Mission

City National's mission is to provide the ultimate banking experience for successful entrepreneurs and professionals through an uncommon dedication to extraordinary service, proactive advice and total financial solutions.

Individually Directed Account (IDA) - 401(k) Plans

The Ultimate Investment Flexibility

As pioneers of the Individually Directed Account, City National Bank provides clear advantages*:

  • Ultimate flexibility for participants who demand complete control of investments
  • A state-of-the-art online brokerage system that has been designed with IDAs in mind*
  • A separate team of IDA specialists to work with your dedicated retirement services team
  • The ability for IDA participants to use an outside broker on a Delivery vs. Payment basis
  • Allows for the purchase of new unique assets such as limited partnerships and closely held Stock

City National Bank can provide investment management services to IDA participants. Learn more »

Getting Started

For additional information on how we can help with your organization’s retirement services needs, please call us at (800) 356-0576.

*For plans that allow IDAs.