How do I set up a trust account?

If you are the trustee, you can onboard your trust to an Unchained account.

An Unchained trust account is titled to the entity of your trust. Consult a legal professional in your jurisdiction for help when forming a trust. You must already have established your trust when you create the Unchained trust account.

Sign up for a basic Unchained account.

1. Create an Unchained account and navigate to the account creation page. New clients will be automatically sent here upon signing in.
   
   • Alternatively, you can start the process via the Unchained mobile app, but you'll need to use a desktop or laptop computer to complete the process and upload keys.
2. Complete your basic profile. You will need to provide us with your personal information. 
3. Review the provided information and Submit to complete your basic profile.
   
   

   Apply for a trust account.

4. Existing clients can click + Add account on the left side navigation bar. Select Trust from the account selector screen and click Continue.
   
   
5. Confirm that you are the trustee.
   • To create a trust account, you must be a trustee of an existing trust. If the grantor is different than the trustee, the trustee should apply for the trust.
6. Fill out the application with your trust information:
   • Trust name
   • Trust type (revocable or irrevocable)
   • Initial execution date
   • Mailing address
   • You do not need to upload the original trust agreement
7. Enter the information for the Grantor(s) for your trust:
   • Name
   • Ability to revoke the trust
   • EIN
     • If no EIN exists, please provide the SSN or Tax ID number of the grantor or other applicable party.
8. Add your trustees and enter their personal information.
   • Full Legal Name
   • Date of birth
   • SSN
   • Home address
   • Identification document
9. Review and certify the Trust Certification document.
10. Our team will review your application. You’ll receive an automated email when we approve the account.