Safekeeping and Custody Services

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Products & Services: Safekeeping, Pledging Securities to Third Parties


Pledging Securities to Third Parties

If you would like to pledge securities to a third party, you must complete the Securities Custodial Agreement and Exhibits*. Please read the following instructions on how to pledge securities to third parties.

*Please note: The agreement document is for information purposes only. Please contact Irene Thomas at 800.544.3452, ext. 1055 if you would like to request an agreement.

If you have an existing Securities Custodial Agreement in place and you want to pledge or withdraw additional securities to third parties, you must complete Exhibit A. If you need to amend authorized agents to third parties, you must complete Exhibit B.

If you have questions, please contact Irene Thomas at 800.544.3452, ext. 1055.

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