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Exchange Services, LLC

Rely on Exchange Services for the Safety of Your Funds

Use Exchange Services, LLC as your qualified intermediary (QI) to hold funds in a qualified trust account between your relinquished property sale and the replacement property purchases.

With Exchange Services, your proceeds are held in an FDIC-insured qualified trust bank account—with or without interest—or a fully collateralized qualified trust account. Zions Bank is the trustee. You are the beneficiary

All qualified trust bank accounts are with affiliates of Zions Bancorporation, such as Zions BankCalifornia Bank and TrustVectra BankNational Bank of Arizona and Amegy Bank—and are FDIC-insured up to $250,000.

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