"These people are really excited about what they do and the value they provide for us… they're very enthusiastic about their positions and their knowledge, and are willing to share that with you and help you. That's a real 'wow' experience."
- Paul Gatz

President, State Bank of
Belle Plaine, MN

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Securities Management

Bond Accounting Schedule

Monthly cutoffs, directions, contact info


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Securities Management

High Tech, High Touch
Control Of Your Portfolio

Complete confidence - complete control: that's how you'll feel when you entrust your bond accounting to our Investment Portfolio System and custody to UBB Custody Service.

Our security specialists, most with a decade or more experience at UBB, provide the exceptional support you'd expect from the nation's first bankers' bank. At every turn, they are asking, "What can we do to ensure your success," versus other correspondents who may also be your competitor.

And now you can execute, track and store your securities transactions right from your desk with UNITY, the custom-designed online management system for community bankers from UBB Securities.

Bond accounting-plus through
the Investment Portfolio System

UBB's Investment Portfolio System provides users with timely and accurate information regarding their bank's investment securities with extensive reporting and online management tools. Read more...

Custody simplified through UBB Custody Service

UBB's Custody Service is designed to make the handling of securities for our customers a simple, consistent and controlled process. Learn more...

Online management at the speed of "E"

Initiate and manage pledges, track your securities trades, get quick trade confirmations, and catalog your custody forms with UNITY Online Management System. See more...



Note: All products and services represented on this page are not insured by the FDIC or any other federal government agency, are not deposits of or guaranteed by the Bank or any Bank affiliate, and may lose value.