Custodial Services

As your custodian, Bank of the Ozarks can help you streamline the time-consuming process of managing all your investment activity, allowing you to concentrate on the big picture. 

No matter how many brokers you use, we will safely administer your securities, giving you all the advantages of a single, consolidated and strategically focused portfolio. 

Our wide range of services includes:

  • Safekeeping of assets
  • Timely settlement of securities transactions
  • Collecting dividend and interest payments
  • Presenting called or mature bonds for payment
  • Daily investment of cash balances
  • Alerts to stock splits, mergers and other corporate actions that impact your holdings
  • Detailed statements of all your securities, including current market value and important tax information
eStatements - An eco friendly alternative to paper statements.