Institutional Custody Services

Meeting your institutional custody service needs

Explore institutional custody and escrow services

We're known for exacting standards of accuracy and professionalism in custody market and escrow agent services.

Institutional Custody Services at a Glance

Providing critical institutional custody services

We serve a broad client base of corporations, insurance companies, investment managers, qualified retirement plans, foundations, endowments, and municipal and governmental entities.

  • Securities safekeeping
  • Trade settlements
  • Investment of principal
  • Collection and distribution of income
  • Corporate actions monitoring
  • Delivery of matured or called bonds, notes and collection of cash proceeds
  • Comprehensive and consolidated accounting statement services
  • Portfolio account services
  • Online account access
Escrow Agent Services at a Glance

Escrow services when you need them most

We can assist you and your attorneys with special escrow account needs and can handle sensitive or high-profile transactions.

  • Business acquisitions
  • Depository services
  • Subscription services
  • Exchange services
  • Leasing services
  • Escrow safekeeping agent services

Looking for more in-depth institutional trust services?

Institutional Custody and Escrow Services FAQ
People often ask us

A custodian, most often a bank, will safeguard a client's financial assets as a way to minimize risk of loss or theft. Investment advisors must secure a custodian for the assets they're managing, which can be either physical or electronic.

An escrow agent's responsibility is to ensure that both parties of a financial transaction fulfill the terms and obligations of an agreement. The agent operates as a neutral third party and carries through with the escrow process.

Your investments in securities and insurance products and services are not insured by the FDIC or any other federal government agency and may lose value.  They are not deposits or other obligations of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amounts invested. There is no guarantee that a strategy will achieve its objective.

About the Entities, Brands and Services Offered: First Citizens Wealth™ (FCW) is a marketing brand of First Citizens BancShares, Inc., a bank holding company. The following affiliates of First Citizens BancShares are the entities through which FCW products are offered. Brokerage products and services are offered through First Citizens Investor Services, Inc. ("FCIS"), a registered broker-dealer, Member FINRA and SIPC. Advisory services are offered through FCIS, First Citizens Asset Management, Inc. and SVB Wealth LLC, all SEC registered investment advisors. Certain brokerage and advisory products and services may not be available from all investment professionals, in all jurisdictions or to all investors. Insurance products and services are offered through FCIS, a licensed insurance agency. Banking, lending, trust products and services, and certain insurance products and services are offered by First-Citizens Bank & Trust Company, Member FDIC, and an Equal Housing Lender, and SVB, a division of First-Citizens Bank & Trust Company. icon: sys-ehl

All loans provided by First-Citizens Bank & Trust Company and Silicon Valley Bank are subject to underwriting, credit and collateral approval. Financing availability may vary by state. Restrictions may apply. All information contained herein is for informational purposes only and no guarantee is expressed or implied. Rates, terms, programs and underwriting policies are subject to change without notice. This is not a commitment to lend. Terms and conditions apply. NMLSR ID 503941

For more information about FCIS, FCAM or SVBW and its investment professionals, click the links below:

FirstCitizens.com/Wealth/Disclosures

SVB.com/Private-Bank/Disclosures/Form-ADV

See more about First Citizens Investor Services, Inc. and our investment professionals at FINRA BrokerCheck.

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