Can I set up an OWNx account for my trust? :

Can I set up an OWNx account for my trust?

Modified on Thu, Sep 28, 2023 at 8:33 AM

Yes, you can! When opening a new account, please select "Trust" as the account type and then contact support to submit following documentation:

  • The title page of the Trust agreement
  • The signature page of the Trust agreement
  • Government-issued photo ID

 

If you would like to update an existing account to the name of your Trust, contact support to request the update and submit the required documentation listed above.

 




Once we review the documents, we will email to let you know we have received them and if further information is needed.

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