In order to open a trust account, clients will first need to sign up for a personal account with you. Once the account has been set up, clients can log into their account and click their name on the top right of the client portal.
- Click the “Add a Trust” button in the drop-down menu
- Fill in the form to add the trust account.
- Provide electronic copies of the title page and signature page(s) of the trust agreement for account approval.
- Once clients have provided your trust documentation, our Trust team will review and approve the account. Once the account has been approved, clients will be able to link your trust’s bank account.
There are no minimums or additional costs for opening a trust account.