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Custodial Services


You receive responsive service, attention to detail and the highest standard of professional excellence, while maintaining the trusted relationship and wealth management strategy built with your financial advisor.

 Account Services
Account Types
  • Securities safekeeping
  • Income collection from securities
  • Settlement of securities trades as directed
  • Payment of funds, when directed
  • Timely statement delivery
  • Individual, Joint & Institutional
  • Community Property
  • Uniform Gifts to Minor Act (UGMA)
  • Transfer on Death (TOD)
  • Custodian of Trust

Contact your trusted advisor for more details on these and other account services.