Open a trust account

M1 Finance supports both revocable and irrevocable trusts that are authorized to invest in stocks. 

The trust must be a U.S. domestic trust and be in good legal standing. 

If you have questions about a trust account, please contact us.  

Learn more about opening a trust account


Required documentation to open a trust account  

To open a trust account, you will need to complete the new account form and margin agreement and provide the certificate of trust and investment powers. You can find the documents linked below. 

You can send the documents to  

** The minimum account value for Trust accounts is $5,000.


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