J.P. Morgan
Escrow Services
Acts as an independent escrow agent for transactions including mergers and acquisitions, capital raising, litigation, commercial real estate and cross-border deals.
Official service informationEvercoreFX / Client accounts
Settlement
& security
Your dedicated client account is created with EvercoreFX and accessed through the EvercoreFX client portal. Use your account for account-specific balance and funding information; this public website does not display client balances or process transfers.
Your account, step by step
01
Create
Start registration through the EvercoreFX client portal and review the account agreement before proceeding.
02
Access
Use your own EvercoreFX login. Keep passwords and verification codes private.
03
Check
Before funding, check the beneficiary, payment reference and account details against your written account instructions.
04
Review
Consult your client account and the applicable terms for balance information, transfer records and withdrawal requirements.
Your dedicated EvercoreFX account
Account access is provided through EvercoreFX, not through the independent banks listed below. For money associated with your account, refer to your account agreement and funding instructions to identify the receiving legal entity, the bank account used and the terms that apply.
A dedicated client login or an account balance does not, by itself, establish a separately titled bank account, legal segregation, deposit insurance or escrow protection. These protections depend on the documented account arrangement.
Account security & funding checks
Your account
Keep account access private. Use the EvercoreFX client portal for registration and login.
Funding details
Verify the beneficiary name and bank details in your account documents before sending money.
Client-money terms
Read the agreement for the legal holder of funds, any segregation provisions and the applicable jurisdiction.
Account records
Keep your own copies of payment confirmations, statements and any instructions you receive.
Verification codes
Never share one-time codes. If additional authentication is offered in your account, review and enable it.
Escrow agreements
An escrow arrangement requires an identified agent and a written agreement covering release conditions and fees.
Independent industry references
Major international banks offering escrow
J.P. Morgan, Citi and HSBC publish escrow services for specified transactions. These are independent examples, not EvercoreFX partners, recommendations or a statement that they hold EvercoreFX client funds. Eligibility and availability depend on the bank, transaction and jurisdiction.
Citi
Issuer Services — Escrow and Specialized Agency
Lists account-bank, escrow-agent and closing-agent roles within its institutional Issuer Services offering.
Official service informationHSBC
Issuer Services — Escrows
Offers escrow arrangements for transactions such as mergers and acquisitions, collateral, contractual commitments and construction funds, with release governed by agreed conditions.
Official service informationSources: each bank’s official service page. Corporate escrow is not automatically available for individual trading accounts and is not the same as deposit insurance.
Account documentation
Know your account. Check every instruction.
Understand funding details, access controls and the terms governing your account before transferring money.
