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.
6. Fill out the application with your trust information:
   • Trust name
   • Trust type
   • Initial execution date
   • Mailing address
7. Enter the information for the Grantor(s) for your trust:
   • Name
   • Ability to revoke the trust
   • EIN
8. Add your trustees and enter their personal information.
   • 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.