Non-Custody Reporting
Non-Custody Reporting

A "Best-in-Class" Approach

Corporate retirement plan administrators need superior trust and reporting services, particularly when using multiple providers to serve their plan needs.

For plan assets held in custody outside of Wilmington Trust, we can provide comprehensive trust reporting using our customized technology platform. We download information from multiple custodians and consolidate it into a single, comprehensive report. This means you can take a best-in-class approach to administering your benefit plan.

Our reporting offers the following benefits:

  • Reduces reporting complexity
  • Accommodates separately managed accounts
  • Separate accounts can be unitized daily and provided to third-party administrators
  • Self-Directed Brokerage Accounts available
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M&T Bank. Investment Services, Wealth Advisory and Corporate & Institutional products and services are offered by Wilmington Trust Company,
operated in Delaware only, and Wilmington Trust, N.A. International Corporate & Institutional services are offered through our international affiliates.

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