Custodian & Escrow Services

A variety of services for a broad client base

Custodian Financial Services

Our Institutional Custody operation is one of the largest in North Carolina. We serve a broad client base of municipal and governmental entities, corporations, insurance companies, investment managers, qualified retirement plans and foundations and endowments. We’re known for our deep knowledge and experience, exacting standards of accuracy and professionalism you can always expect. Some critical institutional custody services we provide include:

  • Securities safekeeping
  • Trade settlement
  • Investment and reinvestment of principal
  • Collection and distribution of income
  • Corporate actions monitoring
  • Delivery of matured/called bonds, notes and collection of cash proceeds
  • Free receipt of security issues purchased by or received by client independent of custodian account
  • Comprehensive and consolidated accounting statement services
  • Portfolio account services
  • Online account access

Escrow Account Services

As part of our business escrow services, we can assist you and your attorneys with special escrow account needs, handle sensitive or high-profile transactions and aid you in the preparation of special forms and legal documents. Escrow account services we provide:

  • Business acquisitions
  • Depository escrow agent
  • Subscription escrow agent
  • Exchange escrow agent
  • Highway escrow agent
  • Leasing escrow agent
  • Escrow safekeeping agent

Let's explore your custody and escrow needs

Retirement Planning

Plan for the future of your dreams

We’ll help you reach your retirement goals through smart planning.
Institutional Trust

Learn about our consultative services for your business needs

We’ll partner with you to help you reach your business goals.

No results found

First Citizens Wealth Management utilizes MoneyGuidePro as its Financial Planning Tool. MoneyGuidePro and Play Zone® are registered trademarks of PIEtech℠. All screenshots are ©PIEtech℠. Reproduced with permission. All rights reserved.

Links to third-party websites may have a privacy policy different from First Citizens Bank and may provide less security than this website. First Citizens Bank and its affiliates are not responsible for the products, services and content on any third-party website.

Your investments in securities, annuities and insurance are not insured by the FDIC or any other federal government agency and may lose value. They are not a deposit or other obligation of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amount invested. Past performance does not guarantee future results.

First Citizens Wealth Management is a registered trademark of First Citizens BancShares, Inc. First Citizens Wealth Management products and services are offered by First-Citizens Bank & Trust Company, Member FDIC, Equal Housing Lender; First Citizens Investor Services, Inc., Member FINRA and SIPC, an SEC-registered broker-dealer and investment advisor; and First Citizens Asset Management, Inc., an SEC-registered investment advisor.

Brokerage and investment advisory services are offered through First Citizens Investor Services, Inc., Member FINRA and SIPC. First Citizens Asset Management, Inc. provides investment advisory services.

Bank deposit products are offered by First Citizens Bank, Member FDIC.

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