As custodian for the assets of individual investors, UMB Private Wealth Management provides various bookkeeping services, including periodic statements, collection and distribution of income, details of purchases and sales of securities, notification of all transactions and year-end tax information.
With a UMB custody account, you can:
- Make your own investment decisions
- Let UMB handle all paperwork
- Increase your financial efficiency
- Receive consolidated investment records
For more information, please contact us at 800.545.6101.
NOT FDIC INSURED - MAY LOSE VALUE - NO BANK GUARANTEE