Custody and Safekeeping Services

Wealth Management

Regions provides comprehensive solutions for safeguarding your assets.

At Regions Institutional Services, we specialize in working with large and complex pools of assets in the area of securities processing and handling, which we refer to as Institutional Custody. We offer these services through experienced management and staff, comprehensive operational capabilities, internal control procedures and professional client service.

Our Services legal disclaimer number1

  • Asset Custody
  • Multiple Statement Reporting
  • Daily Valuation
  • Sweep Cash
  • Benefit Payment Services
  • Tax Reporting
  • Schedule "D" Reporting
  • Trade Clearance
  • Performance Reporting
  • Governmental Reporting
  • Adhoc Reporting
  • Capital Change Notifications
  • Third Party Interfacing
  • Securities Lending
  • Cash Management

Our Clients

  • Public Funds
  • Unions
  • Investment Managers
  • Corporations
  • Healthcare Providers
  • Insurance Companies
  • Nonprofits

Call us at 1-800-REGIONS