In order to open a trust account, you must be the trustee of the trust entity. As a trustee, you will first need to sign up for a personal Betterment account. Once your account has been setup, follow these quick and easy steps to open your trust account:
1. Log into your Betterment account and click "Add goal or IRA" on the right hand side of the Summary page.
2. Choose the "Trust" option and follow the prompts
3. Fill in the form to create a trust account.
4. Provide electronic copies of the title page and signature page(s) of your trust agreement for account approval.
Once you have provided your trust documentation, our Trust team will reach out to you after they have reviewed and approved your account. After your account has been approved, you will be able to link your trust’s bank account, add goals, and start investing better.
See “What documentation does Betterment require to open a trust account
?” for more details.