At Wye Financial & 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.
 
 
  • 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