M&T Bank : Institutonal Custody Services
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Institutional Custody Services

When it comes to selecting a custodian, you require timely, efficient, accurate and responsive service to ensure that securities are processed in an efficient, accurate and timely manner. To meet your needs, M&T Bank offers a flexible, highly integrated approach to custody services that emphasizes personalized and customized solutions to meet your unique needs.

A Leading Provider of Custody Services for Over 100 Years
We provide the services and technology to efficiently administer your investment portfolios. Our diverse client base includes corporations, not-for-profit organizations, educational institutions, unions, healthcare providers, insurance companies, investment advisor firms, government agencies and employee benefits plans.

M&T's security settlement process makes extensive use of automated communication networks to conduct settlements and the movement of securities.

The following services are offered to handle your day-to-day custody needs such as:

Core Services:

  • Asset safekeeping
  • Securities processing and settlement
  • Comprehensive online reporting
  • Proxy and corporate action processing
  • Income collection and cash

Specialized Services:

High Service Standards and a Focus on You
We employ measurable service standards to ensure high-quality and responsive service at all times. Standards for the timely disposition of client directives, prompt return of telephone calls and regularly scheduled on-site visits are just a few of the means by which we evaluate our performance.

We understand the importance of being flexible and tailor our services to accommodate each client’s unique requirements. We strive to not only meet, but to surpass these requirements. As your needs grow, we are here to assist you.

Contact Us
For more information about M&T Custody Services, please call us at 1-800-624-4116.

Investment and Insurance Products: • Are NOT Deposits • Are NOT FDIC-Insured • Are NOT Insured
By Any Federal Government Agency • Have NO Bank Guarantee • May Go Down In Value

Brokerage services and insurance products are offered by M&T Securities, Inc. (member FINRA/SIPC), not by M&T Bank.
M&T Securities, Inc. is licensed as an insurance agent and acts as agent for insurers. Insurance policies are obligations of the insurers that issue the policies. Insurance products may not be available in all states.
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