With experience in all aspects of paying agent, trust, escrow and custody administration, our dedicated team provides expertise and comprehensive service to meet your needs.
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.
We understand your corporate trust needs don't fall into a one-size-fits-all approach. That's why we build customized solutions for you, typically with quicker response times than the largest providers.
We work with issuers and obligors of corporate and municipal debt to serve as trustee and paying agent for a variety of transactions.
Acting as your independent, third-party escrow agent, UMB can hold assets, invest funds, handle tax reporting and manage distributions. We work closely with our in-house attorneys and relationship management team to establish clear communication and facilitate efficient escrow transactions with a range of needs.
We offer additional trust and agency solutions to fit your needs.
Our 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 national reach, with offices across the U.S.
UMB InvestmentDirect provides secure online access to your trust account, where clients can view portfolio allocation by asset class, percentage or dollar amount, as well as track its value over time. Additional features include tax lot information and summaries, transaction data and reporting functionality including: