Institutional custody services

Institutional services

Comprehensive solutions for safeguarding your assets

Our dedicated institutional custody team helps manage large and complex pools of assets for corporate, government, and nonprofit clients. This team brings the experienced management, operational capabilities, and internal control procedures designed to support a wide range of custodial needs for institutional clients.

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Combined with our core Regions philosophy of building lasting relationships, we utilize an advanced online system and flexible reporting capabilities as part of our comprehensive suite of services.

Custody capabilities and services1

We can provide integrated delivery of related services including compliance monitoring and cash management, as well as:

  • Support of the safekeeping of client assets
  • Tax and customized reporting
  • Multiple statement and Schedule D reporting
  • Governmental reporting
  • Ad hoc reporting
  • Benefit payment services
  • Daily valuations
  • Trade clearance & settlement
  • Corporate action processing
  • Third-party interfacing
  • Online access

To learn more about our custody services, please contact our team.

Let's connect

We look forward to speaking with you. Please provide your contact information and we’ll contact you by email or by phone, typically within two business days.

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