Including real-time processing for domestic and global investments, trustee and fiduciary support, financial statements, benefit payments, cash sweep, and online services.
Including global custody, foreign exchange, performance measurement reporting, analytics and attribution reporting, and investment guideline monitoring.
Including investment management, transition management, portfolio liquidation, and commission recapture.
Safeguarding assets for more than 160 years
Providing trust services for more than 160 years, Wells Fargo works with trust and custody clients to simplify their business lives and provide financial peace of mind. We're committed to providing outstanding service while focusing on quality, accountability, reliability, and security. Our services include:
Recordkeeping, trustee, and/or custody services are provided by Wells Fargo Institutional Retirement and Trust, a business unit of Wells Fargo Bank, N.A. This information and any information provided by employees and representatives of Wells Fargo Bank, N.A. is for educational purposes only and does not constitute investment, financial, tax, or legal advice. Please contact your investment, financial, tax, or legal advisor regarding your specific needs and situation.