Institutional Custody
Your full-service partner for global
and domestic custody
As one of the nation's leading custodian banks, UMB provides valuable solutions for global and domestic custody needs through the depth of our technology investments, our integrated banking capabilities and our commitment to be the provider of choice in the marketplace.
Institutional Custody
Your full-service partner for global and domestic custody
As one of the nation's leading custodians, UMB provides valuable solutions for global and domestic custody needs through the depth of our technology investments, our integrated banking capabilities and our commitment to be the provider of choice in the marketplace.
Tenure and experience
The depth and breadth of the UMB Institutional Custody team expertise provides you critical insights and solutions across every stage of the custody life cycle.
Commitment to the market
For more than 70 years, our clients have relied on us to be a trusted partner to safeguard and service insurance, municipal and fund assets.
Strength and stability
With UMB, you receive the benefits of a large financial institution paired with our nimble, single point of contact service approach.
We understand your insurance, municipal and fund custody needs don’t fall into a one-size-fits-all approach. That's why our high-touch client model is committed to quick response times and allows us to build customized global and domestic custody solutions to meet your unique needs.
- Straight-through securities processing
- Flexible and automated solutions
- Safekeeping services
- Cash management services
- Customizable online data access
- Online corporate action responses
- Account opening services
- Performance reporting
- Domestic and global settlement
- Dividend and income collection
- Securities lending
- Intraday cash availability
- Automated FX execution services
Innovative custody technology platforms
Our global and domestic custody technology platforms enhance processing capabilities and allow our experienced administrative team to provide high-quality, proactive client servicing for trade settlement, corporate actions, other securities and cash/currency movement in your portfolios.
We serve the following clients and industries:
- Insurance companies
- Public and private corporations
- Nonprofit organizations
- Municipalities
- Fund companies
- Endowments
UMB PowerStation® Trust & Custody
UMB PowerStation Trust & Custody is your portal for real-time access to trade-date and settlement-date information, as-of reporting and posting of all custody transactions and instructions. The simple, intuitive interface is easily customizable, so you'll have access to the information you need, when you need it.
Simple customizations
Our intuitive interface is customizable by each user. With just a few clicks, you can design the right view for each portfolio or functional need.
On-demand visibility
Create custom transaction reports for positions, corporate actions and income receipts. Easily export to excel, csv or PDF formats.
Self-service reporting
Quickly schedule daily, weekly or monthly reports delivered to your inbox.
Secure archive
Pull historical custody statements anytime, anywhere.
Contact our Institutional Custody team to set up a personal demo for a closer look at our capabilities and customizable custody offering.
Institutional Insights
Review insights about the state of the markets with industry updates, analytic commentary and links to informative resources.