Turn on more accessible mode
Turn off more accessible mode
Wisconsin.Gov
Agency Directory
Online Services
State of Wisconsin
Department of Financial Institutions
Search
About
About the Agency
Agency Overview
Biennial Reports
Open Records
Proposed Rules
Statutes & Rules
News & Events
News Releases
Office Closure Dates
Public Meetings
Visitor Information
Business Services
Business Entities
General Information
Services
Business Entity File Online
Business Entity Forms
Business Entity Search
Request Certificate of Status
Request Certified or Simple Copywork
Learn & Support
Business Entity FAQs
Business Entity Fees
Business Entity Statutes & Rules
One Stop Business Portal
External Resources
Federal Employer Tax Identification Number
United States Small Business Administration
Wisconsin Business Services
Wisconsin Business Tax Information
Wisconsin Sales & Use Tax Permits
Uniform Commercial Code
General Information
Services
Lien Filing Search
Uniform Commercial Code Data Sales
Uniform Commercial Code Forms
Uniform Commercial Code File Online
Learn & Support
Uniform Commercial Code FAQs
Uniform Commercial Code Fees
Uniform Commercial Code Statutes & Rules
External Resources
International Association of Commercial Administrators
Trademarks
General Information
Services
Trademark File Online
Trademark Search
Learn & Support
Trademark FAQs
Trademark Fees
Trademark Statutes & Rules
External Resources
United States Patent & Trademark Office
Charitable & Professional Organizations
General Information
Services
Charitable Organization Forms
Charitable Organization Online Services
Charitable Organization User Login
Report a Charitable Organization Violation
Learn & Support
Charitable Organization FAQs
Charitable Organization Fees
Charitable Organization Resources
Charitable Organization Statutes & Rules
Donor FAQs
Donor Resources
Fundraising FAQs
Professional Employer FAQs
Renewal FAQs
Consumer Services
Wisconsin Consumer Act
General Information
Services
File a Wisconsin Consumer Act Complaint
Wisconsin Consumer Act Forms
Wisconsin Consumer Act Registration Requirements
Learn & Support
Wisconsin Consumer Act Business Guidance
Wisconsin Consumer Act Consumer Information
Wisconsin Consumer Act Fees
Wisconsin Consumer Act Interpretive Opinions
Wisconsin Consumer Act Statutes & Rules
External Resources
Consumer Financial Protection Bureau
Federal Trade Commission Identify Theft Resources
Free Annual Credit Report
Internet Crime Complaint Center
Notary
General Information
Services
Notary File Online
Notary Forms
Notary Public Search
Remote Online Notary
Report a Notary Violation
Required Notary Tutorial & Exam
Learn & Support
Notary FAQs
Notary Fees
Notary Statutes & Rules
Apostille
General Information
Services
Apostille Request Form
Apostille Request with Online Payment
Learn & Support
Apostille FAQs
Apostille Fees
External Resources
The Hague Convention
United States Department of State Records & Authentications
Wisconsin Secretary of State
Wisconsin Vital Records
Homeowners’ Association
General Information
Services
Homeowners’ Association File Online
Homeowners’ Association Search
Learn & Support
Homeowners’ Association FAQs
Homeowners’ Association Fees
Homeowners’ Association Statutes & Rules
Educational Services
College Savings & Career Planning
General Information
Services
529 College Savings Program
College & Career Readiness
Edvest 529
Student Loan Borrowing
Student Loan Debt Repayment
Tomorrow's Scholar
Learn & Support
529 College Savings Program Statutes & Rules
Governor's Task Force on Student Debt
External Resources
Wisconsin Higher Educational Aids Board
Personal Finance
General Information
Services
ELEVATE Wisconsin
®
: The Course to Financial Security
Financial Literacy in Education
Financial Literacy in the Workplace
Financial Wellness Checklist
Wisconsin Saves
Learn & Support
Forward Learning Institute for Financial & Economic Literacy
Governor's Council on Financial Literacy & Capability
External Resources
ABLE National Resource Center
Federal Financial Literacy & Education Commission
Financial Institutions
Banking & Savings Institutions
General Information
Services
Banking & Savings Institution Applications & Forms
Banking & Savings Institution Certificates & Copies
Banking & Savings Institution Reports & Indicators
File a Banking or Savings Institution Complaint
Find a Bank or Savings Institution
Learn & Support
Banking & Savings Institution FAQs
Banking & Savings Institution Fees
Banking & Savings Institution Letters
Banking & Savings Institution Statutes & Rules
External Resources
Conference of State Bank Supervisors
Federal Deposit Insurance Corporation
Federal Financial Institutions Examination Council Bank Call Report Data
Federal Reserve Bank of Chicago
Federal Reserve Bank of Minneapolis
Office of the Comptroller of the Currency
Credit Unions
General Information
Services
Credit Union Activities Report
Credit Union Applications & Forms
Credit Union Financial Data
File a Credit Union Complaint
Research a Credit Union
Learn & Support
Credit Union FAQs
Credit Union Fees
Credit Union Letters
Credit Union Statutes & Rules
External Resources
National Association of State Credit Union Supervisors
National Credit Union Administration
Financial Services
Licensed Financial Services
General Information
Services
File a Licensed Financial Services Complaint
Licensed Financial Services Applications & Forms
Licensed Financial Services Licensee Search
Learn & Support
Adjustment Service Company
Collection Agency
Credit Services Organization
Currency Exchange
Earned Wage Access Services Provider
Insurance Premium Finance Company
Loan Company
Money Transmitter
Nondepository Small Business Lender
Payday Lender
Sales Finance Company
External Resources
NMLS
®
Consumer Access
SM
NMLS
®
Resource Center
Mortgage Banking
General Information
Services
File a Mortgage Banking Complaint
Mortgage Banking Forms
Learn & Support
Mortgage Banking Fees
Mortgage Banking License Types & Requirements
Mortgage Banking Resources
Mortgage Banking Statutes & Rules
External Resources
NMLS
®
Consumer Access
SM
NMLS
®
Resource Center
Securities
Registration of Professionals
General Information
Services
Broker-Dealer
Federal Adviser Branch Office Filing
Investment Adviser
Registered Representative Registration
Registration of Professional Forms & Applications
Learn & Support
Enforcement Administrative Orders
Registration of Professional Fees
Registration of Professional Statutes & Rules
External Resources
North American Securities Administrators Association
Filings
General Information
Services
Crowdfunding
Filing Forms & Applications
Franchising
Search Crowdfunding Filings
Search Franchise Registrations
Search Securities Registrations, Exemptions & Notice Filings
Securities Registration, Exemptions & Notice Filings
Learn & Support
Administrative Orders Related to Filings
Crowdfunding FAQs
Filing FAQs
Filing Fees
Filing Statutes & Rules
Franchise FAQs
External Resources
North American Securities Administrators Association Electronic Filing Depository
Investor Resources
General Information
Services
File an Investor Complaint
Learn & Support
Investment Scam Tracker
Investor Education
Research Old Stock Certificates
Start an Investment Club
External Resources
BrokerCheck
Financial Industry Regulatory Authority Investor Education
Investment Adviser Public Disclosure
North American Securities Administrators Association Investor Education
United States Securities & Exchange Commission Investor Education
2014 Trust Company Call Report Data
Content_Area1
First Quarter
Legacy Private Trust Company
Provident Trust Company
Trust Point Inc.
Second Quarter
Legacy Private Trust Company
Provident Trust Company
Trust Point Inc.
Third Quarter
Legacy Private Trust Company
Provident Trust Company
Trust Point Inc.
Fourth Quarter
Legacy Private Trust Company
Provident Trust Company
Trust Point Inc.
Contact Us
Phone:
(608) 261-7578
Email:
DFIBankingRequests@dfi.wisconsin.gov