Custodian

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Dictionary Says

Definition of 'Custodian'

A financial institution that has the legal responsibility for a customer's securities. This implies management as well as safekeeping.

Also known as "custody".
Investopedia Says

Investopedia explains 'Custodian'

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'Custodian'

  • Analyzing IRA And ESA Statements

    http://www.investopedia.com/articles/retirement/04/051204.asp
    ... to your IRA or Coverdell Education Savings Account (ESA) for the last tax year,
    you should receive a statement from your IRA custodian confirming the ...

  • Unexpected 1099-R Form: What To Do

    http://www.investopedia.com/articles/retirement/05/013105.asp
    Did your IRA custodian report distributions you thought were non-reportable? ... Check
    with your IRA custodian for a copy of the instructions you completed. ...

  • If I am entitled according to my divorce decree to a percentage of ...

    http://www.investopedia.com/ask/answers/03/092503.asp
    In order to have your portion of the IRA assets transferred to you (ie into your
    name), you should contact your husband's IRA custodian/trustee and. ...

  • Avoiding Mistakes In Required Minimum Distributions (RMD)

    http://www.investopedia.com/articles/retirement/04/120604.asp
    ... (For more on how to calculate your RMD, see Tis The Season For Required Minimum
    Distributions.) Your IRA custodian usually provides a report of your FMV by Jan ...

  • Designating A Trust As Retirement Beneficiary

    http://www.investopedia.com/articles/retirement/04/081804.asp
    ... An IRA owner should check with the IRA custodian to ensure that the provisions of
    the trust are acceptable to the IRA custodian and that they meet regulatory ...

  • 3 Retirement Plan Moves To Make Before Year-End

    http://www.investopedia.com/articles/retirement/03/121703.asp
    ... If the delivering account is a non-Roth IRA, the custodian may either require the
    IRA owner to move the assets from the non-Roth IRA to the Roth IRA, or may ...

  • Series 26 Study Guide - Investment Companies - Structure ...

    http://www.investopedia.com/exam-guide/series-26/investment-companies/management-mutual-funds.asp
    In this section function of the board of directors, CEO, sponsor, custodian, investment
    adivisor, transfer agent and affiliated and interested parties. ...

  • If I am no longer employed, can I roll over a 403(b) plan into an ...

    http://www.investopedia.com/ask/answers/142.asp
    ... IRA. Generally, only a signed contribution form is required by the IRA
    custodian/trustee to deposit the funds to your IRA. However ...

  • Series 6 Study Guide - Investment Companies - Structure ...

    http://www.investopedia.com/exam-guide/finra-series-6/investment-companies/structure-management-mutual-funds.asp
    Board of Directors, Sponsor, Custodian, Investment Advisor, Transfer Agent, Dealer
    are reponsible the structure, management and operation of mutual funds. ...

  • House Your Retirement With Self-Directed Real Estate IRAs

    http://www.investopedia.com/articles/retirement/08/self-directed-real-estate-IRAs.asp
    ... institution. In order to invest using a self-directed IRA, the IRA must
    be held with a qualified trustee or custodian. Generally ...

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