Trust Funding by Financial Institution

Transferring your bank and investment accounts into your trust can feel overwhelming, but we're here to make the process easier. This page provides clear, step-by-step instructions tailored to your financial institution, including how to begin the transfer, whether it can be completed online or requires an in-person visit, any forms you may need, and who to contact for assistance. We've done the research for you—simply select your financial institution below and follow the instructions.