Financial items/documents that are not eligible for the Custody service include:

    • Currency

    • Wills, deeds, insurance

    • Policies, Mortgage papers

    • Terminal output of stock

    • Record positions

    • Tickets/Vouchers for airline

    • Permanent loan certificates

    • IRA Statements

    • Annuities/ Tax Returns

    • Interest only

    • Bills of sale

    • Bank account applications

    • Liquidity Letters of Credit

    • Legal correspondence on clients assets

    • Contracts of prevailing wage certificates

    • Legal correspondence on clients assets

    • Assignment of real estate


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