Trust & Investment Services

Custodial Services

Bank of the Ozarks, as your custodian, can serve as a clearinghouse for all of your accounts-regardless of how many different brokers you use-giving you the convenience of a single, consolidated portfolio. And, all the securities entrusted to our custody are administered to the highest standards of safety and accuracy. Our wide range of services includes:

  • Safekeeping of assets
  • Timely settlement of securities transactions
  • Collecting dividend and interest payments
  • Presenting called or mature bonds for payment
  • Daily investment of cash balances
  • Alerts to stock splits, mergers, and other corporate actions that impact your holdings
  • Detailed statements of all of your securities, including current market value and important tax information

We can help streamline the time-consuming process of reconciling all of your investment activity and accounts that frees you to focus on your investment strategy.

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