Corporate Trust and Agency Services

Comprehensive solutions. Global reach.

Whether your needs are traditional or highly complex, the UMB corporate trust and agency teams can smooth processing and administration. We’re with you every step of the way. Learn more about our nationally ranked services for bond issuers and specialized offerings around asset-backed securities, distressed debt, loan agency and more.

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Corporate Trust and Escrow Services

UMB is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal marketplaces.

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Asset-backed Securities (ABS)

Delivering streamlined solutions for your complex ABS transactions

Corporate and Municipal

Working with issuers and obligors of corporate and municipal debt, serving as trustee and paying agent for a wide variety of transactions

Distressed Debt and Default Workout

Meeting broad needs of borrowers and bondholders, navigating trouble spots as they occur and helping protect bondholder value

Loan Agency and Administration

Handling the agent responsibilities and administrating bilateral, club and broadly syndicated loans

Transportation, Equipment, Real Estate

Offering specialized trust and agency solutions for aviation, transportation, infrastructure, real estate and more

Holistic, dedicated partner

We have experience in every aspect of corporate trust and escrow agent services, including trust, escrow, paying agent, and custody administration. Our dedicated teams provide expertise and comprehensive service to meet your business needs.

Streamlined communication

With UMB, you have direct access to your relationship manager whenever you need it. By getting to know you and your organization, we are better able to partner with you and meet your needs throughout the process.

Flexible solutions and reliable service

Your corporate trust and escrow agent service needs aren’t one-size-fits all. That's why we build customized solutions for your business. Our flexible approach means our response times are typically quicker than the largest providers.

Key Features
  • Dedicated team
  • Reliable service
  • Comprehensive solutions
  • Real-time reporting
  • Meticulous detail
  • Efficient systems
  • Customized to you
  • Experience and expertise

Real-time access and reporting

UMB's corporate trust and custody portal, PowerStation® Trust and Custody, offers you real-time access to trade-date and settlement-date information, as-of reporting, and transaction posting. The simple, intuitive interface is easily customizable. With PowerStation, you have access to the information you need when you need it, including:

  • Data export
  • Custom account group creation
  • Statement view and download
  • Custom free-form data queries
Global reach

Our corporate trust services reach beyond traditional offerings to servicing aviation, reinsurance and funeral trusts, while our agency business provides solutions for escrow and other transactional needs. We have offices ready to serve you.

UMB Corporate Trust Map Footprint

Schedule a consultation with one of our team members

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Client onboarding

For businesses and institutions who would like to open a new UMB account or update a current account, we are required to collect certain information about the owners/controllers of the company. Use the following links to review or complete your Beneficial Ownership Certification Requirements and the Politically Exposed Persons and Sanctions Screening(optional).