Secure Asset Custody with Direct Control Over Your Investments

For international clients who prefer to manage their own portfolios, Sunstate Bank offers Safekeeping Custodial Accounts - providing secure custody of financial assets while allowing you to maintain full autonomy over investment decisions.

Through our affiliate, Sunstate Wealth Management, you gain access to U.S. markets to trade and hold a wide range of securities - all with no brokerage fees and the option to borrow against your eligible holdings.

What Is a Safekeeping Custodial Account?

A Safekeeping Custodial Account allows clients to:

• Safely hold and manage financial securities
• Buy and sell through our affiliate, Sunstate Wealth Management
• Retain full decision-making control over investment activity
• Utilize eligible assets as collateral for loans at competitive rates
• Consolidate global wealth under the protection of a U.S.-regulated institution

Unlike our advisory accounts, this solution is built for self-directed investors seeking custody, execution, and financial flexibility.

Eligible Investment Instruments

• U.S. and international equities (stocks)
• Corporate, municipal, and government bonds
• Exchange-Traded Funds (ETFs)
• Mutual funds
• Structured products and preferred shares (upon review)

Ideal For:

• International investor seeking U.S. assets
• Clients transferring assets from other custodians
• Family offices and high-net-worth individuals managing diverse portfolios
• Investors looking for U.S. banking + investment custody under one institution