| Relationships | Role | Relationship Start | Relationship End |
| First-Citizens Bank & Trust Company | Parent | 1/1/2015 | 12/31/2015 |
| First Citizens Bank And Trust Company, Inc. | Parent | 6/30/2007 | 12/31/2014 |
| First Citizens Bank And Trust Company, Inc. | Parent | 11/1/2006 | 6/29/2007 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| First Citizens Investor Services, Inc. | Buyer | Discontinued | 1/1/2016 |