UMB Escrow Agent Services
Escrow agreements are versatile tools that can help ensure safe, fair and efficient transactions for a variety of needs. Our dedicated administrators and attorneys provide critical expertise via a single point of contact so your experience is simple from start to finish.
Customized and efficient
Acting as your independent, third-party escrow agent, UMB can hold assets, invest funds, handle tax reporting and manage distributions as needed. We work closely with our in-house attorneys and back-office team to establish clear communication and facilitate efficient escrow transactions. We specialize in customized agreements for a wide range of escrow needs including:
- Mergers & acquisitions
- Subscription/capital raise escrows
- Equipment leasing escrows
- Class action/qualified settlement funds/litigation settlements
- Asset purchases or sales
- Construction/contractor retention
- Pre need trusts
- Reinsurance trusts
- Environmental trust and escrow
- 1031 like-kind exchanges
We know your escrow needs are unique, which is why our escrow strategy focuses on your specific document and transaction requirements. Whether you're looking for payment and disbursement services or asset and transaction reporting, our streamlined communication and flexible programs are designed to accommodate your needs.
Time-tested and reliable
UMB has been a dependable provider of corporate trust services for more than 70 years. With offices Kansas City, St. Louis, Denver, Minneapolis Oklahoma City, Dallas, Austin, Houston, Phoenix, and New York, we are uniquely structured to meet the needs of clients both local and nationally.
Online Dashboard: UMB InvestmentDirect™
UMB InvestmentDirect provides secure online access to your trust account, with reporting functionality including data export, custom account group creation, and statement view and download. You can also design free-form data queries and export data on an ad-hoc basis.
From your InvestmentDirect dashboard, clients can view portfolio allocation by asset class, percentage or dollar amount, as well as track its value over time. Additional functionality includes tax lot information and summaries, historical transaction data and a full investment overview.
Our custody services team provides domestic and global custody, real-time operating system availability, industry and client-specific data interfaces, automated cash management and straight-through securities processing.
We are uniquely structured to meet the needs of the national municipal and corporate marketplaces.
Austin, Dallas, Denver, Houston, Kansas City, Minneapolis, New York, Oklahoma City, Phoenix and St. Louis