Open a Personal Trust Account
It's easy to get started. You must have a pre-existing trust to establish this type of account, and the account can only be funded by check. Only the trustee of a personal trust (under a Social Security number) can complete this online application and fund the account. All other trust accounts must be opened with a paper application.
To complete an application for a trust online, you'll need the following information:
- The Social Security numbers (SSN) of the trustees (Only two trustees can be established online.)
The names and addresses of the trustees
Your email address (If you currently have accounts with us, verify that we
have your correct email address on file.)
All account owners and
beneficiaries must be U.S. citizens or resident aliens with a U.S. mailing
address and residential address (if different than mailing address), or
a military address if in the armed forces.
We can not accept third-party, credit card, or
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are available at 1-800-359-3379 if you have any questions during the process.