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Custody, Escrow and Like-Kind Exchanges

Many investors who manage their own portfolios or retain the services of a professional investment advisor prefer to assign custody and safekeeping of assets to a trust company.* Through these accounts, individuals can hold their assets securely in one place. Cadence Trust collects dividends and interest payments and provides quarterly statements. Convenient 24/7 online account access is available.

Custody Accounts

A custody account offers you a quick and cost-effective way to manage multiple assets in one place. Custody accounts can hold a variety of investment options, including cash, stocks, bonds, Real Estate Investment Trusts (REITS), mutual funds, and notes secured by deeds of trust or mortgages. As custodian, Cadence Trust can protect securities, collect and remit income, and administer complex records. For your convenience, year-end tax reports are provided to simplify tax reporting and preparation.

Custodial services include:

  • Free online account access with TrustReporter
  • Safekeeping of securities
  • Daily investment of any cash balances into an interest-bearing money market fund
  • Execution of buy and sell orders
  • Income collection
  • Bill payment
  • Quarterly statements
  • Required tax reporting

To log in to Trust Reporter, select from the drop-down menu in the Login Center.

Escrow Services

Cadence Bank escrow service acts as a neutral third party for your financial transactions. Whether you are a client of the commercial bank or the trust division, our expertise, flexibility and timeliness facilitate all your escrow needs. We also provide several money market funds for short-term investments with same-day liquidity.

Cadence’s escrow services include:

  • Class action/structured settlements
  • Collateral deposit agreements
  • Environmental exchange agent
  • Indemnity
  • Merger and business acquisitions
  • Qualified intermediary for 1031 like-kind exchanges and reverse exchanges
  • Reinsurance
  • Retainage

 

Contact us to learn how exchanges can protect your assets.

 

 

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