Custodial Services

We provide uncompromising dedication to customer service.

Handling All of Your Transactions

FPS Group offers a full-range of custody services to support various retirement account types such as 403(b), 457, Health Savings Accounts, IRA and others. Our team of professionals are experts in processes such as securities settlement and pricing, and work together to help ensure timely and attentive service. You'll benefit not only from our team approach but also from our cutting-edge technology that facilitates our custody services.

FPS Group custodial services include:

  • Safekeeping assets
  • Settling trades
  • Collecting interest and dividend payments
  • Processing corporate actions
  • Processing wire transfers
  • Online access to account information
  • Online statements
  • Yearly SSAE 16 SOC I Type II Report

Custody Services

  • Self-directed retirement account custodians

    FPS Group provides required legal custody services for the assets associated with self-directed retirement plans, Health Savings Accounts and administrative services such as investment execution, recordkeeping, accounting, and IRS and client reporting.
  • Mutual Fund Custodian

    FPS Group provides plan administration and recordkeeping services.