Custody

Beacon Trust offers custodial and safekeeping services to individual and institutional clients for all U.S. dollar-denominated securities. Our comprehensive suite of solutions is backed by transparent, big-picture reporting, a robust technology platform and state-of-the-art systems.

Our services include:

Your Client Team – At Beacon, you’re furnished with a core team of professionals who oversee your relationship, providing ongoing communication and responsive service.

Trade Clearance and Safekeeping of Securities – At all times, your assets are under your control; investment decisions are ultimately your own. No payments are made or securities delivered without specific instructions.

Collection of Dividends and Interest – Dividends and interest are collected and credited to clients’ accounts on their payment dates.

Notification of Capital Reorganizations – Clients are advised in a timely manner of all corporate developments that may require action, including rights offerings, stock tender offers, calls on bonds or preferred stocks, stock splits, or corporate reorganizations. We’ll gather all of the information you need to make informed decisions.

Periodic Statements and Online Access – You choose the frequency of your statements and method of delivery.  You can also view your accounts and statements electronically through our client-friendly online account access, Beacon Client Point.


Get Started
Make custody services a part of your financial plan. To learn more about the customized solutions we offer, explore our website or contact one of our experienced advisors today.

Please fill out the form below to request more information from Beacon