Custody Services
Custody Services

Take advantage of our execution capabilities on more than 65 exchanges with our comprehensive array of custody services.

Pershing custodies approximately $932 billion in client assets, offering you the experience and reliability of a global leader. We are backed by the resources of our parent company, The Bank of New York Mellon Corporation, with over $1 trillion in assets under management and $22.4 trillion in assets under custody and administration.

Our global custody platform includes online multicurrency reporting, portfolio accounting, corporate actions servicing, and proxy services.

Custody Services

  • Detailed information on corporate actions from various automated services, depositories, and custodians
  • Dividend and income processing for all types of securities, making it easier to manage clients' cash flow and support dividend reinvestment programs
  • Proxy services that allow voting by mail, telephone, or via the Internet
  • Portfolio Evaluation Service®, our portfolio reporting service that enables you to easily quantify gains and losses, determine the impact of current market conditions, and benchmark portfolio performance against objectives
  • Corporate Executive Services that provide high-touch support for specialized transactions, including corporate stock option exercises, and restricted and control stock sales and transfers

Contact us today to learn more about how we can support your custody needs.

 

Investor Services That Help You Maximize Efficiency

We aim to enhance efficiencies for you through investor services such as Portfolio Evaluation Service® (PES®).