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Safekeeping Services

Country Club Capital Markets provides our safekeeping clients the ability to utilize their safekeeping account information via the web with the SunGard Intrader system. Safekeeping customers will be able to display and print their safekeeping documents and eliminate the frustration of waiting for time sensitive material in the mail. This service sends email notifications to each safekeeping customer whenever there is a safekeeping document out on the website to review. User identifications and passwords will be assigned for this service.

The safekeeping documents that are available on the WEB are credit advices, Maturity/Call notices, pledge notifications, custody receipts, and customer statements (which includes activity and audit verifications).