securities safekeeping, bank custodial services, Custody and Safekeeping, Securities Services

Custody and Safekeeping

As a leading provider of securities safekeeping and bank custodial services, SunTrust understands the importance of dependable, high-quality account administration and superior accounting and reporting systems. Our safekeeping group has been serving corporate and institutional clients for more than five decades and currently holds more than $21 billion in assets.

We offer a complete range of custody, master custody and securities safekeeping solutions for both businesses and nonprofit organizations. And our experienced account managers and professional support staff will work diligently to help you meet your objectives.

We take pride in offering superior client service along with the expertise required to manage all your custodial and safekeeping needs.

To speak with a SunTrust representative call 800.685.4786.

SunTrust bank custodial services

  • Safekeeping of all U.S. securities, mutual funds, commingled funds and global assets
  • Settlement of trades initiated by you or your investment managers
  • Investment of idle cash balances
  • Account reporting on a monthly, quarterly and annual basis
  • Secure online access to view reports and submit instructions for trades and pledging
  • Person-to-person customer support Monday-Friday 8:30 a.m. to 5:00 p.m.

SunTrust securities safekeeping services

  • One-call trading when conducting trades with SunTrust Robinson Humphrey
  • Automatic notification for pledge transactions and payments made to the client’s account
  • Secure online access to reports
  • Experienced account managers and professional support staff

Banking and trust products and services are provided by SunTrust Bank. SunTrust Bank may use or offer the services of affiliate companies as well as third party entities to achieve your banking and investment objectives. Where applicable, any affiliations and all pertinent provider information will be disclosed in accompanying agreements and prospectuses.

SunTrust Bank and its affiliates and the directors, officers, employees and agents of SunTrust Bank and its affiliates (collectively, “SunTrust”) are not permitted to give legal or tax advice. Clients of SunTrust should consult with their legal and tax advisors prior to entering into any financial transaction or investment plan.

Safekeeping services are provided through SunTrust Bank. Securities are not FDIC or any other government agency insured, are not bank guaranteed, and may lose value.

Investment and Insurance Products:

  • Are Not FDIC or any other Government Agency Insured
  • Are Not Bank Guaranteed
  • May Lose Value

© 2015 SunTrust Banks, Inc.

Equal Housing SunTrust Bank is an Equal Housing Lender. Member FDIC.

Equal Housing Equal Housing Lender. SunTrust Mortgage, Inc.

SunTrust, SunTrust Mortgage, SunTrust PortfolioView, SunTrust Robinson Humphrey, SunTrust Premier Program, AMC Pinnacle, AMC Premier, Access 3, Signature Advantage Brokerage, Custom Choice Loan and SunTrust SummitView are federally registered service marks of SunTrust Banks, Inc. All other trademarks are the property of their respective owners.

Services provided by the following affiliates of SunTrust Banks, Inc.: Banking and trust products, including investment advisory products and services, are provided by SunTrust Bank, member FDIC; securities, insurance (including annuities), and other investment products and services are provided by SunTrust Investment Services, Inc.; investment advisory products and services are offered by SunTrust Investment Services, Inc.; mortgage products and services are provided by SunTrust Mortgage, Inc.

SunTrust Mortgage, Inc. - NMLS #2915, 901 Semmes Avenue, Richmond, VA 23224, toll free 1-800-634-7928 CA: licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act, IL: Illinois Residential Mortgage Licensee #MB-989, Department of Financial and Professional Regulation, 100 W. Randolph, Suite 900, Chicago, IL 60601, (312) 793-1490, MA: Mortgage Lender license #-ML-2915, NH: licensed by the New Hampshire Banking Department, NJ: Mortgage Banker License - New Jersey Department of Banking and Insurance, and RI: Rhode Island Licensed Lender.

"SunTrust Advisors" may be officers and/or associated persons of the following affiliates of SunTrust Banks, Inc.: SunTrust Bank, our commercial bank, which provides banking, trust and asset management services; SunTrust Investment Services, Inc., an SEC registered investment adviser and broker-dealer, which is a member of FINRA and SIPC, and a licensed insurance agency, and which provides securities, annuities and life insurance products, and other investment services.

SunTrust Private Wealth Management, International Wealth Management, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are marketing names used by SunTrust Banks, Inc. and SunTrust Investment Services, Inc.

SunTrust Robinson Humphrey is the trade name for the corporate and investment banking services of SunTrust Banks, Inc. and its subsidiaries, including SunTrust Robinson Humphrey, Inc., member FINRA and SIPC.