The trustees that are listed on the trust agreement and signature page are the only parties that can access the account. We do not provide access to grantors or beneficiaries.
If you would like to provide access to multiple trustees, please contact us at support@bettermentforadvisors.com or 888-646-2581 and we will be happy to assist.
Please note that all individuals associated with trust accounts are required to be advised by the same advisor.
