Custody and Safekeeping Services

Wealth Management

Regions provides comprehensive solutions for safeguarding your assets.

At Regions Institutional Services, we specialize in working with large and complex pools of assets in the area of securities processing and handling, which we refer to as Institutional Custody. We offer these services through experienced management and staff, comprehensive operational capabilities, internal control procedures and professional client service.

Our Services^[1]

Asset Custody
Multiple Statement Reporting
Daily Valuation
Sweep Cash
Benefit Payment Services
Tax Reporting
Schedule "D" Reporting
Trade Clearance
Performance Reporting
Governmental Reporting
Adhoc Reporting
Capital Change Notifications
Third Party Interfacing
Securities Lending
Cash Management

Our Clients

Public Funds
Unions
Investment Managers
Corporations
Healthcare Providers
Insurance Companies
Nonprofits

For more information about our Retirement Services offerings, please contact us.

Call us at 1-800-REGIONS

Some products and services are made available through Regions Asset Management, a business unit within Regions Wealth Management. Investment advisory services are offered through Regions Investment Management, Inc. ("RIM"), a Registered Investment Adviser under the Investment Advisers Act of 1940. RIM is a wholly owned subsidiary of Regions Bank, which in turn, is a wholly owned subsidiary of Regions Financial Corporation. For additional information concerning RIM, please request a copy of RIM’s Form ADV Part 2A from your financial professional.