Custody Accounts

As a federally chartered Trust Company we can work on your behalf by providing safekeeping and protection of your securities.

Services include:

  • Custody and safekeeping of your assets in an individual account

  • Collection of dividend and interest payments

  • Execution of buy and sell orders on your behalf

  • Disbursing funds from you account as you may direct

  • Keeping you informed of various capital changes, mergers, conversions, and bond maturities

  • Accounting and reporting, providing periodic statements of all your account transactions

Ready to get started?

A dedicated trust officer will be assigned to all accounts for which Valley serves as trustee or co-trustee.