We distinguish our custody services by delivering superior service and flexibility that are not available at large firms today. Our award winning* custody services can be bundled with other Fiduciary Trust services, or used independently by endowments and foundations, advisors, and family offices.
Our custody services include:
Reporting and Online Access:
- Comprehensive reporting
- Tax lot accounting
- Principal & income accounting
- Trade date reporting
- 24×7 Account access via the web and mobile app
Processing:
- Domestic and foreign cash processing
- Domestic and foreign security settlement
- Collection and distribution of income
- Corporate action processing
- Efficiently managed proxy requests and shareholder voting
- The Fiduciary Enhanced Sweep program which provides FDIC insurance on cash balances up to $20 million, as well as daily liquidity and competitive yields¹
How We’re Different
For Advisors and Family Offices
For Endowments and Foundations
For more information, please contact:
Scott Sumner, Head of Custody, at 617-574-3426 or ssumner@fiduciary-trust.com.
Alternatively, you may fill out our contact form
¹ Through program with Total Bank Solutions; up to $10 million in FDIC insurance for individual accounts and $20 million for qualifying accounts with two or more account owners.
*Fiduciary Trust Company was named “Best Custodian” at the 2021 Private Asset Management Awards