At Wye Trust, we offer custodian services where we hold a client's securities and other assets in electronic or physical form in order to minimize the risk of theft or loss. Custodian Services typically include account administration, transaction settlements, the collection of dividends and interest payments, tax support, proxy voting and class action management, safekeeping, and reporting of clients’ marketable securities and cash. A custody relationship is contractual, and services performed for a customer may vary.
 
custodian and administrative duties
 
  • Account Administration
  • Transaction Settlements
  • Collection of Dividends and Interest Payments
  • Tax Support
  • Proxy Voting and Class Action Management
  • Safekeeping
  • Reporting of Marketable Securities and Cash
custodian services

Wealth Management and Trust services are offered through Wye Trust, a division of Shore United Bank. Shore United Bank and Wye Trust are not registered broker-dealers.

 
Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed
Not Bank Deposits or Obligations May Lose Value