Getting started
To complete the trust account opening process, you'll need to have your trust agreement in hand. If you don't have a trust agreement yet, consider consulting an estate planning attorney. Opening your trust account online is simple and secure, and should only take about 15 minutes.
Step 1: Enter trust information
This includes the trust name, legal address, tax ID, beneficiaries, and more.
Step 2: Add trustees and grantors
Enter the personal information for each individual involved in the trust.
Step 3: Collect digital signatures
All trustee signatures must be collected before the account can be opened.
Important information to have on hand
To successfully open your account online, you'll need to refer to the trust agreement as well as have the following information for all grantors and trustees:
- Contact information (name, email, phone, and address)
- Date of birth
- Social Security numbers
- Taxpayer ID number for the trust
- Citizenship information
- Employment information
Notary requirements
Your trust documents set forth the terms of your trust, including the state laws that apply to it. If your trust is governed by the laws of California, Delaware, Idaho, Iowa, Kansas, Michigan, Minnesota, Mississippi, Nebraska, Nevada, South Dakota, Tennessee, or Vermont, you'll need to complete the paper application and have it notarized.
Not quite ready to open an account? Learn more
A trust is traditionally used for minimizing estate taxes and can offer other benefits as part of a well-crafted estate plan.
See how trusts can help you control your assets and build a legacy
Convert an existing account to a trust account
You may already have an eligible brokerage or cash management account that can be re registered as a trust account.
