As an experienced successor trustee, Wells Fargo can step in when your current trustee resigns or when you are looking to change trustees. In the last five years, we have successfully transferred almost 700 municipal and municipal conduit relationships.
We will work directly with your prior trustee to obtain documentation, execute a tri-party agreement, provide required notices, and arrange for the transfer of funds and securities. You will have an assigned relationship manager who will work with you to ensure a smooth transition and keep you apprised of the progress.
You can also use our online reporting tool to monitor your account activity and to view customized and ad hoc reports.
For more information on how we can help you with your public finance trust needs, contact Jane Labouliere at 401-459-6852 or firstname.lastname@example.org.