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Service Plus

We provide numerous ancillary and custom services upon request, often at no additional cost.

  • Coordinate investment manager transitions
  • Coordinate with customers' accountants and auditors to provide them with reports and answer questions
  • Provide annual reports and proxy information to clients or their designated agents
  • Transfer funds to/from checking accounts
  • Update treasury TIP holdings monthly
  • Provide performance measurement calculation and reporting as requested
  • Marshall assets for new accounts
  • Provide research for clients on past account activity as requested
  • Stop pay and reissue of checks
  • Process incoming and outgoing wire transfers and ACH
  • Provide monthly, quarterly, or annual account statements in different formats and delivery methods based on client and other interested party needs
  • Provide pricing information to accurately value client assets
  • Provide Internet access to account information for clients and their advisors. Includes 12 months of history, as-of-date reporting, and assets downloadable to many software applications


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©2020 Union Bank & Trust. All Rights Reserved

Products and services offered through the Trust Division of Union Bank & Trust are not insured by FDIC, are not a deposit or other obligation of, or guaranteed by, the depository institution, and are subject to investment risks including possible loss of the principal amount invested.