City National Bank

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(949) 718-4460Call Visit WebsiteVisit Website Map & DirectionsDirections500 Newport Center Dr Ste 150Newport Beach, CA 92660 Write a ReviewWrite Review

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Regular Hours

Mon - Fri:	9:00 am - 5:00 pm
Sat - Sun	Closed

City National Bank

Capital Gains Taxes
How does a 1031 exchange work?</h2>\r\n<p style=\"text-align: center;\">Under Section 1031 of the Internal Revenue Code, owners of investment property can sell their real property and defer capital gains taxes on the sale proceeds by purchasing a “like-kind” real property through a Qualified Intermediary within 180 days of the original sale.</p>\r\n<p style=\"text-align: center;\">In order to complete a like-kind exchange, you will need a Qualified Intermediary to hold the sale proceeds from the time you sell your property until the time you purchase a replacement property. <sup>1</sup><br>\r\n</p>\r\n"}}" id="text-a50258d2e1" class="cmp-text">

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General Info: City National Bank in Newport Beach offers premier financial services, including private banking, wealth management, retirement planning, estate planning, business banking, investment management, loans & more. Visit our expert financial advisors today.
Payment method: cash, check, debit, master card, visa
Neighborhoods: Newport Center, Newport Beach
Other Link: https://www.cnb.com/
Categories: Commercial & Savings Banks, Banks, Loans, Mutual Funds

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Details

Phone: (949) 718-4460

Address: 500 Newport Center Dr Ste 150, Newport Beach, CA 92660

Website: https://www.cnb.com/

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City National Bank

Capital Gains Taxes
How does a 1031 exchange work?</h2>\r\n<p style=\"text-align: center;\">Under Section 1031 of the Internal Revenue Code, owners of investment property can sell their real property and defer capital gains taxes on the sale proceeds by purchasing a “like-kind” real property through a Qualified Intermediary within 180 days of the original sale.</p>\r\n<p style=\"text-align: center;\">In order to complete a like-kind exchange, you will need a Qualified Intermediary to hold the sale proceeds from the time you sell your property until the time you purchase a replacement property. <sup>1</sup><br>\r\n</p>\r\n"}}" id="text-a50258d2e1" class="cmp-text">
Tax Return Preparation
As trustee, executor or administrator, we will facilitate the preparation and filing of the necessary income and estate tax returns.

Investment Management
This team-based approach to portfolio management pairs complementary risk tolerance styles with a common goal. The result? Long-term performance with a goal of even, steady growth.</p>\r\n"}}">
Mutual Funds
Easily trade stocks, mutual funds, exchange traded funds (ETFs) and options online.<sup>1 </sup>Plus, get access to market tools and research.</p>\r\n"}}">
Wealth Management
<b>1st Quarter</b><br>\r\n<span class=\"cmp-text--disclosure\"> Published 7/19/23<br>\r\n <a href=\"/content/dam/cnb/personal-banking/investments-wealth-management/self-directed-investing/documents/order-routing-disclosure-1st-Quarter-2023.pdf\" target=\"_blank\" title=\"Order Routing Disclosure 1st Quarter 2023\" style=\"background-color: white; font-weight: normal;\">View PDF</a><span style=\"font-weight: normal;\"> | </span><a href=\"/content/dam/cnb/personal-banking/investments-wealth-management/self-directed-investing/documents/order-routing-disclosure-1st-Quarter-2023.xml\" target=\"_blank\" title=\"Order Routing Disclosure 1st Quarter 2023\" style=\"background-color: white; font-weight: normal;\">View XML</a></span></p>\r\n"}}" id="text-f54fdba304" class="cmp-text">

Accounting Services

Financial Planning
<span class=\"cmp-text--disclosure\">1. Includes complimentary access to financial planning services with an industry-leading program like MoneyGuidePro. To enjoy all the benefits of being a Preferred Banking client, a minimum of $250,000 (“Qualifying Balance”) in qualifying deposit, wealth management and loan accounts must be maintained. If the Qualifying Balance is not met in any month after the initial qualifying period, the monthly maintenance fee will be assessed to the Preferred Platinum Checking Account each month until termination of enrollment in Preferred Banking. For more details, please refer to the <a title=\"View the disclosures and fee schedule\" href=\"/content/dam/cnb/personal-banking/preferred-banking/documents/Preferred-Banking-Personal-Deposit-Account-Disclosures-027.pdf\">City National Preferred Banking Disclosure and applicable Fee Schedule</a>.</span></p>\r\n<p><span class=\"cmp-text--disclosure\">2. Please refer to City National’s <a title=\"View desposit account Agreements, Fees and Disclosures\" href=\"/content/dam/cnb/personal-banking/bank-accounts/documents/Personal-Deposit-Account-Disclosures-001.pdf\">Account Agreement and Disclosures and applicable Fee Schedule</a> for details about how the balance required to waive the monthly maintenance fee is calculated.</span></p>\r\n<p><span class=\"cmp-text--disclosure\">3. Additional accounts must be owned by the same individual who owns the Premium Checking account.</span></p>\r\n<p><span class=\"cmp-text--disclosure\">4. City National Bank will waive up to three (3) ATM surcharges assessed by non-CNB ATM operators up to a maximum of $15 per statement period. The ATM/Check Card International Transaction Fee is not a surcharge and is not included in the waiver of surcharges. Please refer to City National’s <a title=\"View Deposit Account Agreement\" href=\"/content/dam/cnb/personal-banking/bank-accounts/documents/Personal-Deposit-Account-Disclosures-001.pdf\">Account Agreement and Disclosures and applicable Fee Schedule</a> for details. </span></p>\r\n<p><span class=\"cmp-text--disclosure\">5. Additional accounts must be owned by the same individual who owns the Personal Checking Plus account.</span></p>\r\n"}}" id="text-e066e29ea0" class="cmp-text">
Retirement Planning
The Power of Preferred.</h2>\r\n<p>As a City National Bank Preferred client, you will enjoy all your banking, lending and investments in one place<sup>1</sup>. Our team helps navigate you through every life stage from changing family dynamics, the expansion or sale of a business to retirement planning and education.</p>\r\n"}}" id="text-c4ec01efef" class="cmp-text">
Asset Management
City National Securities</div>\r\n<ul>\r\n</ul>\r\n<ul>\r\n<li><a href=\"/content/dam/cnb/personal-banking/investments-wealth-management/documents/City-National-Securities-Form-CRS-Relationship-Summary-TR153.pdf\" target=\"_blank\" title=\"City National Securities Form CRS Relationship Summary\">Form CRS Relationship Summary</a><br>\r\n</li>\r\n<li><a href=\"/content/dam/cnb/personal-banking/investments-wealth-management/documents/City-National-Securities-Account-Agreements-and-Disclosures-66361.pdf\" target=\"_blank\" title=\" City National Securities Account Agreements and Disclosures\">Account Agreement & Disclosure</a><br>\r\n</li>\r\n<li><a href=\"/content/dam/cnb/personal-banking/investments-wealth-management/documents/City-National-Securities-Investment-Advisory-Program-Terms-and-Conditions-FA001.pdf\" target=\"_blank\" title=\"City National Securities Form CRS, Investment Advisory Program Terms and Conditions & ADV Brochure\">Form CRS, Investment Advisory Program Terms and Conditions and ADV Brochure</a><br>\r\n</li>\r\n<li><a href=\"/content/dam/cnb/personal-banking/investments-wealth-management/documents/City-National-Securities-Asset-Allocation-Terms-Conditions-FA025.pdf\" target=\"_blank\" title=\"City National Securities Form CRS, Asset Allocation Program Terms and Conditions & ADV Brochure\">Form CRS, Asset Allocation Program Terms and Conditions and ADV Brochure</a><br>\r\n</li>\r\n<li><a href=\"/content/dam/cnb/personal-banking/investments-wealth-management/documents/City-National-Securities-Commission-And-Transaction-Fee-Schedule-66523.pdf\" target=\"_blank\" title=\"City National Securities Commission and Transaction Fee Schedule\">Commission and Transaction Fee Schedule</a><br>\r\n</li>\r\n<li><a href=\"/content/dam/cnb/personal-banking/investments-wealth-management/documents/City-National-Securities-Insurance-Commissions-Fees-and-Expenses.pdf\" target=\"_blank\" title=\"City National Securities Insurance Commissions, Fees and Expenses\">Insurance Commissions, Fees and Expenses</a></li>\r\n<li><a title=\"Retirement Fiduciary Status Disclosure\" href=\"/content/dam/cnb/personal-banking/investments-wealth-management/documents/City-National-Securities-Retirement-Fiduciary-Status-Disclosure-TR1259.pdf\" target=\"_blank\">Retirement Fiduciary Status Disclosure</a><br>\r\n<ul>\r\n<li><a title=\"Asset Allocation Program Fee Disclosure Report\" href=\"/content/dam/cnb/personal-banking/investments-wealth-management/documents/City-National-Securities-Asset-Allocation-Program-Fee-Disclosure-Report-FA024.pdf\" target=\"_blank\">Asset Allocation Program Fee Disclosure Report</a><br>\r\n</li>\r\n<li><a href=\"/content/dam/cnb/personal-banking/investments-wealth-management/documents/City-National-Securities-Fee-Disclosure-Report-Advisory-TR1212.pdf\" target=\"_blank\" title=\"Fee Disclosure Report - City National Securities Advisory\">Fee Disclosure Report – City National Securities Advisory</a><br>\r\n</li>\r\n<li><a title=\"Supplemental F

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