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Servicing
When life changes, the account keeps up.
The hardest servicing moments — a beneficiary change, a death in the family, an inherited account — handled with clear workflows and per-record control, so nothing falls through the cracks.
Servicing workflows
- Beneficiary designations and changes
- Secure death notification and estate-document intake
- Ownership and registration transfer
- Payment and distribution reissue
- Returned mail and unclaimed-property handling
- Transaction-history and activity center
Sensitive by design
Death notification and authorized-representative workflows carry real weight. Each is a defined, per-record process with document intake, verification, and a tamper-evident trail — and powers of attorney and executor authority are mapped explicitly, granted only for the records they cover, and revocable.
Investor Services acts as a directed custodian and does not provide legal or tax advice. Pre-charter: Institutional Trust Company is seeking a charter and is not currently accepting accounts.