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.
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 Project Finance Services
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
CLO Trustee and Loan Administration
Collateral administration for CLOs, credit funds, separate accounts and other portfolios of loans.
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.
Schedule a consultation with one of our team members
Key features
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
Expertise Paired with Global Reach
Our corporate trust services extend beyond traditional offerings to serve aviation, reinsurance, and funeral trusts, while our agency business provides solutions for escrow and other transactional needs. Paired with domestic and global reach, we have a team ready to serve you.
Schedule a consultation with one of our team members
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).
