Trust and Custody Services

Streamline trust and custodial management

Automate and consolidate trust and custodial services with a single, secure platform backed by a state-of-the-art trust accounting system. Plan sponsors get real-time access to information, while participants benefit from eStatements and eSignatures.

Real-time access to cash, disbursements, holdings and transactions

Manage trust and custody services for retirement plans on a single platform. Easily access information on cash, disbursements, holdings, transactions, plan statements, participant 1099s and more.

Real-Time Access
Plan Sponsor Access
eStatement Options
eSignature Features
Secure Online Transactions
How We Can Help

A trusted source for trading solutions

Financial institutions using our products.
Customer assets processed on the platform.
Years of trust and fiduciary experience.
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Our representatives and specialists are ready with the solutions you need to advance your business.