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Domestic Custody

We deliver flexible service, experience, and comprehensive custody solutions to financial and investment entities requiring securities processing, reporting, and safekeeping services.

Union Bank's Commitment to Providing Exceptional Custody Services
Our capabilities help you meet your market's unique requirements:
  • Cash management sweep option
  • Class action filings
  • Corporate action processing
  • Fully integrated accounting and reporting
  • Income and maturities collection
  • Securities safekeeping
  • Tax reporting
  • Trade settlement

Global Custody

We offer a broad spectrum of global capabilities delivered by experienced professionals, technology to support your business goals, and dedicated market segment professionals to help you effectively manage your organization's global portfolio.

Global Custody Services through the World’s Largest Sub-agent Network
Complement your international investing needs with our services:
  • Class action filings
  • Corporate action processing
  • Foreign exchange
  • Foreign tax reclamation
  • Fully integrated, multicurrency accounting and reporting
  • Global cash management sweep options
  • Income and maturities collection
  • Proxy services
  • Securities safekeeping
  • Tax reporting
  • Trade settlement

Manage Your Portfolio with Our Robust Array of Online Platforms

Our secure online systems provide detailed account information:
tcm:9-41807 To learn more about our Global Custody Services, call 1-800-490-8262.