Corporate Trust and Agency Services

At WSFS Institutional Services, we fulfill your organization's need for high-quality, value-added institutional and corporate trust services and products that provide innovative solutions for your needs today.

Our Services

Trustee Services

Providing superior client service and focusing on the details of your transaction is our top priority. We offer the following corporate trustee services:

Indenture Trustee
Owner Trustee
Paying Agent
Registrar and Transfer Agent
Delaware Statutory Trusts
Successor Trustee
Liquidating Trusts
Escrow Services
Custody and e-Vault Services
Collateral Agency
1031 DST Services
Independent Director
Manager and Special Member Services

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Structured Finance

WSFS Institutional Services provides Structured Finance solutions to several asset-backed solutions like residential mortgage-backed securities (“RMBS”), mortgage backed securities (“MBS”) and many other asset-backed solutions, including consumer loans, student loans, solar panels, etc.

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Agency Services

Let our experienced and professional staff be your resource for guiding you through and administering a variety of escrow, collateral and custodial services.

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Special Purpose Entity Services

Trust us to create and manage an entity that can meet your goals and become a successful component of your planning strategy for your corporate trust.

Independent Director, Manager and Special Member Services for Special Purpose Vehicles

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Frequently Asked Questions

What are corporate trust services?

Corporate trust services can include owner trustee services, indenture trustee services, registrar, paying agent, transfer agent as well as custodian, collateral and escrow services.

What is a corporate trustee?

A corporate trustee (sometimes called an "institutional trustee") provides services for the capital markets industry, including maintaining records for debt securities issued by a corporation and ensuring investors are covered in the event of a default or other event.

What are agency services?

Agency services are often provided when acting in a trustee capacity. Some examples are acting as custodian or escrow agent or holding electronic documents on behalf of securitization.

What is a securitization?

A securitization is an investment vehicle that pools assets together to back or support the vehicle. These assets can include, but are not limited to, mortgages, consumer loans, student loans or any other asset that generates a cash-flow.

Why Choose WSFS?

Serving our communities since 1832, WSFS Bank is one of the ten oldest banks in the United States continuously operating under the same name. How do you get to be nearly 200 years old in a world that's constantly changing? For us, the answer has always been the same: create a team of Associates who are passionate about serving the community, and success will follow. Our Mission and Values serve as essential reminders about who we are and how we do business.

Investment Products: Are Not FDIC Insured | May Lose Value | Are Not Bank Guaranteed