UMB PowerStation Custody

UMB PowerStation Custody is your portal for real-time access to trade-date and settlement-date information, as-of reporting and posting of all custody transactions and instructions. The simple, intuitive interface is easily customizable, so you'll have access to the information you need, when you need it.

Simple customizations

Our intuitive interface is customizable by each user. With just a few clicks, you can design the right view for each portfolio or functional need.

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On-demand visibility

Create custom transaction reports for positions, corporate actions and income receipts. Easily export to excel, csv or PDF formats.

Review locations or restrictions of your securities on-demand.

Access breakdowns of any sweep instrument of cash balances, cash projections or future day cash projections. 

Self-service reporting

Quickly schedule daily, weekly or monthly reports delivered to your inbox. Reports can be easily exported and uploaded into your internal systems to share data across your organization.

Contact our Institutional Custody team to set up a personal demo for a closer look at our capabilities and customizable custody offering.

Secure archive

Pull historical custody statements anytime, anywhere.

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