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Trust Accounts

Articles in this section

Do you support multiple trust accounts?
Can you help us create a trust?
Who can access the trust account?
What documentation is required to open a trust account?
How do my clients establish a trust account on the platform?
What type of trust accounts does Betterment for Advisors support?

Do you support multiple trust accounts?

Yes, clients can add multiple trusts to their account and access all of them from a single login.

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