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Trust and Custody Core Services

Custody services

We offer real-time processing for both domestic and global investment portfolio activity.

Trustee and fiduciary support

We can act as your trustee for VEBAs, 401(k) plans, profit sharing plans, money purchase pension plans, ESOPs, and deferred compensation plans. We help safeguard your investments, and provide fiduciary support and information to assist you with meeting your responsibilities.

Financial statements

We provide accurate and timely monthly, quarterly, and annual statements.

Benefit payments

Get prompt, accurate benefit payment processing tailored to your retirement plan’s specific requirements along with extensive reporting capabilities and payment flexibility.

Cash sweep

We “sweep” your un-invested cash into one of our overnight investment vehicles every day to help you maximize earnings on your assets.

Online services

The Wells Fargo Commercial Electronic Office® (CEO®) portal provides convenient, customizable data delivery and secure transaction capabilities. The CEO portal also offers access to a wide range of financial services, including trust and custody online services.

Wells Fargo banking services

We give you access to the full suite of Wells Fargo financial services including treasury management, a full-spectrum of financing alternatives, international and trade services, investment banking, and capital markets.

Contact us

For more information, contact us at 1-800-690-9721.
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.