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, 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. Asset allocation, dollar cost averaging and diversification do not guarantee a profit or protect against loss. There is no guarantee that a strategy will achieve its goal.

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.

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.