Unclaimed Property
Unclaimed Securities Custody
Safeguard state holdings with the nation’s leading unclaimed securities custody provider, delivering secure management for traditional securities and modern digital assets.
Secure Management of Unclaimed Securities and Digital Assets
Strategic custody and operational infrastructure for state unclaimed property programs
Managing unclaimed property is a complex responsibility for state administrators. Neumo simplifies this process by providing comprehensive custody services. Delivering more than asset safekeeping, Neumo provides comprehensive unclaimed securities custody and operational support, serving as a strategic partner to state administrators managing complex portfolios of traditional and digital assets.
Backed by the financial strength of Bank of New York and the brokerage expertise of Raymond James Associates, Neumo safeguards billions in unclaimed securities while supporting safekeeping, research, delivery, and liquidation management for State Unclaimed Property Program Administrators. Neumo helps ensure compliance, responsiveness, and efficiency at every step.
Key Features
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Customized Reporting
Access secure, detailed reporting on demand, providing instant visibility into all holdings and ensuring information is always at your fingertips.
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Automated Tracking
Streamline your operations with automated tracking for mutual funds, DRS, and DRP statements, reducing manual workload and error rates.
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Expert Research Services
Resolve complex issues surrounding securities and liquidations with support from a team dedicated to navigating intricate financial regulations.
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Comprehensive Entitlement Calculations
Ensure accuracy for claimants with quick stock transfers and precise calculations that improve satisfaction and trust.
Why Choose Neumo Unclaimed Securities Custody?
Operational Infrastructure, Not Just Custody
Neumo provides the operational infrastructure behind your unclaimed securities program, allowing your office to maintain full oversight while reducing administrative burden and operational risk.
The full lifecycle of unclaimed securities—from intake and reconciliation to corporate actions, liquidations, and claimant processing—is supported by Neumo so your staff can focus on governance and fiduciary responsibilities.
Simplify Your State’s Holdings
Consolidate unclaimed securities into one portfolio, streamlining corporate actions, re-registrations, transfers, and liquidations.
Unrivaled Support for States
Access exceptional customer service from the nation’s most experienced and responsive unclaimed securities team.
Fast, Anytime Access to Holdings
Gain secure 24/7 online access to your state’s portfolio, with customized reporting across all holdings, regardless of location.
Extend Your Portfolio with Crypto
Support the intake, custody, and liquidation of major digital assets like Bitcoin and Ethereum, modernizing your state’s asset management.