Your Trustee and Paying Agent
For more than 70 years, UMB Corporate Trust has provided trustee and paying agent solutions to organizations nationwide. Our dedicated team and suite of solutions provides the services you need now and in the future.
Dedicated team and reliable service
We work with issuers and obligors of corporate and municipal debt to serve as trustee and paying agent for a variety of transactions. Our team brings a wealth of knowledge to your organization, experience you can rely on, and provides the valuable service you expect from your trustee and paying agent.
Comprehensive solutions for your trustee needs
Our solutions include prompt and efficient account setups, personalized trust administration with a dedicated team for support, and access to real-time online account reports.
Accurate and efficient payment systems
In addition to managing the 360 degree needs of your transaction, UMB Corporate Trust also provides reliable paying agent services. Efficient record keeping, experienced professionals, and accurate payment systems all work together to ensure prompt payments.
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