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Washington State Department of Financial Institutions · WA

Washington DFI Welcomes Interchange Trust Company LLC to State Trust Charter

July 20, 2026

Summary

Washington State DFI granted a state trust company charter to Interchange Trust Company LLC, effective July 16, 2026, authorizing it to act as directed trustee and custodian for retirement and employee benefit plan assets. This is a licensing action, not a mortgage rule, and does not impose new requirements on mortgage lenders, brokers, or servicers.

AI-generated summary · Aug 29, 2026. Verify with your compliance counsel before acting.

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Olympia – The Washington State Department of Financial Institutions (DFI) welcomes Interchange Trust Company LLC as a new Washington State Trust Company Charter effective July 16, 2026.

Interchange Trust Company is headquartered in Vancouver, WA and plans to serve as the directed trustee and custodian of assets held in retirement accounts and employee benefit plans. They are affiliated with Interchange Clearing LLC. The Company joins DFI as the 23rd trust company chartered.

“We welcome Interchange Trust Company LLC to the Washington Charter,” DFI Division of Banks Director, Matt Harvey said. "DFI is committed to supporting local communities with new financial services companies while continuing to foster safe and sound financial services for all Washington residents through strong regulatory oversight."

Source: https://dfi.wa.gov/news/press/washington-dfi-welcomes-interchange-trust-company-llc-state-trust-charter

Common questions

What does "Washington DFI Welcomes Interchange Trust Company LLC to State Trust Charter" cover?
Washington State DFI granted a state trust company charter to Interchange Trust Company LLC, effective July 16, 2026, authorizing it to act as directed…
Which agency issued this update?
This update was issued by Washington State Department of Financial Institutions.
When was it published?
It was published on July 20, 2026.

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