With the scale, precision and integrity befitting one of the world’s largest custodians, we help clients safekeep assets, manage risks and conduct operations in markets throughout the world.

Safekeeping that Spans Your Investments

We provide safekeeping for a full range of financial instruments in a full range of forms, including physical securities, book-entries, or electronically created and signed mortgage documents. Investors increasingly find assurance in custodians that offer secure and robust platforms, able to segregate and hold assets that are unencumbered. Our core capabilities include:

Document custody

Proven document lifecycle solution, secure online system - from document receipting, verification, tracking, imaging, distribution, in transit reporting and auditing through to secure destruction, collateral review, certification and safekeeping.

Custodian services

  • Maintaining books and records
  • Notifying and processing of corporate actions
  • Reconciling portfolio holdings
  • Reporting portfolio and account holdings
  • Interacting with major market depositaries


Collecting and storing physical securities, documents and files for the benefit of a client or lender.

Contact Us

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Client Access

BNY Mellon provides you with the tools you need to monitor and manage your assets. Through our innovative and intuitive technology, including investment portals, mobile trading platforms, transactional apps and more, you can access assets right at your fingertips.