Custody Services

Middleburg Trust Company provides a broad array of clerical and administrative functions as custodian of your assets.

Under strict internal controls, we physically protect your stock and bond certificates, as well as other documents from fire, theft, or loss. We will collect dividends, interest and proceeds from bond maturities and alert you in the event of corporate actions including name changes, stock dividends, and stock splits.

Purchases, sales, and maturities are settled automatically in your account on contract settlement or maturity dates. We keep all of your security records and report periodically to you.

Personal appointments may be made to discuss your individual needs by calling 540-687-4805
or 800-745-8625.