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