Safekeeping

We work with our safekeeping partner, FNBB Capital Markets, an experienced custodian approved for most states in the Southeast, as well as many other municipalities. The benefits of this service include …

  • Integration with FNBB Capital Markets Portfolio Accounting, eliminating the need for duplicate modifications
  • No-fee transfers of securities during the conversion process
  • Smooth transition during conversion with minimal time demands on staff
  • Internet access to all security information and activity