Investing with your Trust

Modified on Wed, 01 Nov 2023 at 11:34 AM

Before we begin…

As part of our AML/KYC compliance policies, we must verify the Trust is in good standing.

At the very last step of the account creation process, you will need to upload the following documents before we can process any investments made from your Trust investment account.

  • Trust Agreement (or Trust Deed): This is an estate planning document that allows you to transfer ownership of your assets to a third party.
  • The Grantor is the person (i.e you) who created the Trust. A Trustee is a person who acts as a custodian for the assets held within a Trust.
  • Proof of address dated within the last 90 days (i.e. bank statement).

I’m also going to assume that you’ve already set up your individual profile. If you haven’t, please go here for a walkthrough.

Once you’ve set up your individual account, you can add additional accounts to your profile.

To do this, click on the down arrow in the upper right hand corner next to your name (1), then hover your mouse over the “+Add New Account” field (2), then click “Entity” (3).

Once you do, you’ll be taken to a screen that looks like this.

Please enter your first name, last name, and title exactly as it appears on your trust documentation (i.e. the Trust Agreement).

You will also need to enter your phone number and date of birth.

For the section marked “Entity Information,” please enter the entity name, address (cannot be a P.O. Box), state/region of formation, and country, exactly as it appears on your trust documention.

If for any reason, you’d like to create a separate login/password to access any additional investment accounts, you can check the “Create a password for this account user.”

Once you’ve done this, the screen will refresh and you will be taken to the homepage of your new account. You will still need to enter some additional information to complete the setup process.

The Contact Information and Entity Information will already be populated. You will need to complete the section marked Identity Verification.

Please note that any information you entered from your “Individual Account” will not transfer to this one.

This means you will need to re-enter your social security number, nationality, and country of residence.

You will also need to specify the Tax Entity Type.

Please select “Trust” from the drop down menu.

To confirm the additional account has been set up, hover over the upper right hand corner. 

You can switch back and forth between all of your accounts from this menu. 

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