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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.

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Real-Time Access
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Plan Sponsor Access
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eStatement Options
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eSignature Features
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Secure Online Transactions
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Non-Qualified Plan Services
Facilitating the Unique Retirement Needs of Key Executives

Broadridge’s Matrix is a leading provider of trust and custodial services for all types of non-qualified plans. Our proprietary technology offers you the flexibility to offer a wide range of investments options for all your trust and custodial needs, ultimately providing a true competitive advantage.

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