Safekeeping Custodial Accounts

Sunstate Bank will hold in safekeeping asset/securities such as stocks, bonds, mutual funds (domestic and foreign securities).

Also, Sunstate Bank will:

  • Arrange settlement of any purchases and sales and deliveries in/out of such securities
  • Collect information on and income from such assets (dividends in the case of stocks/equities and coupons in the case of bonds)
  • For US customers, the bank will send year-end related tax withholding documents
  • Administer voluntary and involuntary corporate actions on securities held such as stock dividends, splits, mergers, tender offers, bond calls, etc.
  • Provide online statements

You can contact us at our Coral Gables branch at 305-567-0600 for more information.

Assets/securities held in the custodial accounts are not guaranteed by Sunstate bank, not FDIC insured and may lose value.

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