Betterment can assist with an asset transfer between your personal account to your trust account so long as the EIN associated with your trust is identical to the Social Security number of the personal account owner. If you'd like to proceed, please send us an e-mail at firstname.lastname@example.org.
Articles in this section
- Does Betterment provide tax statements for my trust account?
- Is the portfolio different for trust accounts?
- Can I convert my personal account to my trust?
- Can the grantor or beneficiary of a trust access the account?
- Can multiple trustees access the trust account?
- Does Betterment support multiple trust accounts?
- How do I open a trust account with Betterment?
- What documentation does Betterment require to open a trust account?
- Can I open an IRA or rollover an IRA into a trust account with Betterment?
- Can I have a personal and trust account?