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Sovereign Bank
Cash Management: Disbursement & Reconcilement, Collections, Information ReportingCredit: Lines of Credit and Loans, Vehicle Lease and Finance, Equipment Leasing and Finance, Specialty Lending, Wholesale LendingInvestments: Sweeps, Wealth Management, Investment Sales and Trading, Sovereign Securities Corporation LLC, Employee Pension PlanInsurance: Transportation Insurance, Construction Insurance, Utilities Insurance, Environmental Risk Management, Sovereign Benefits ConsultingCapital Markets: Investment Sales & Trading, Foreign Exchange, Securitization, Interest Rate DerivativesInternational: Import Trade Services, Export Trade Services, Trade Finance, Foreign Exchange, Online Services, Resources
Sweeps   |   Wealth Management   |   Sales and Trading   |   Sovereign Securities®   |   Pension
Trust Management
Investment Management
Institutional Custody & Directed Trust Services
IRA Rollovers
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Corporate & Institutional
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Corporate & Institutional
Corporate Banking Investment Management and Trustee Services for Corporations and Institutions
We provide Corporate Escrow Agent services (when applicable), as well as Investment Management, Trustee and Master Trustee services for charitable foundations, endowment funds, and charitable building funds.
Investment Management, Trustee, and Master Trustee Services for:
  • Charitable Foundations
  • Endowment Funds for schools, colleges, universities, hospitals, religious organizations, and community organizations
  • Charitable building funds and special purpose programs

Corporate Trust Services for Companies, Municipalities, County and City Governments such as:
  • Indenture Trustee and Paying Agent
  • Escrow Agent Services
Access Your Accounts
Next Steps
Call 877.768.1145 to speak with a
Business Solution
Center Representative
Send an email and we will contact you within 24 hours
How May We Help You?
Investment Custody Services
Reduce time spent managing and tracking your investments.
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