Services for Financial Advisors

CNB corporate action team process

  • Step 1:

    Prior to the event CNB communicates with the company and reconciles share positions

  • Step 2:

    CNB researches company filings to determine expected outcomes.

  • Step 3:

    Communication is sent from CNB to financial advisors outlining published details of the transaction and process for holding, buying, selling, or transferring publicly traded stock.

  • Step 4:

    CNB notifies financial advisors when the transaction is complete and the cash and/or new shares are available.

"We have worked with CNB Custody for nearly 10 years and have found them to be very knowledgeable in the alternative, illiquid investment arena. Their customer service is second to none; always a friendly voice on the other end and willing to help in any way they can. We have been completely satisfied with their accuracy of reporting and fee structure. We would highly recommend CNB Custody as a custodian."-Investment Advisor Representative, Minneapolis, MN
"When calling CNB Custody it is great to be able to speak to someone right away. Their philosophy on customer service is exceptional."-G. Hjorth, Newport Coast Securities
"The turnaround time at CNB Custody is fantastic. We can expect when they receive a large stack of paperwork from us in the afternoon that it will be processed correctly and out the door the next day. As far as getting our clients' money invested in a timely matter, CNB Custody is the IRA Custodian to turn to."-W. Parker, Titan Securities
"CNB Custody always has a live person answering the phone which makes it easier for me to get my questions answered quickly without long hold-times."-G. Pierce, Garry Pierce Financial Services