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Open an account
Not open yet — and we will not pretend otherwise.
Institutional Trust Company is not yet chartered, so no account can be opened today. Join the launch list and you will hear from us once, when it is real.
What happens when it opens
You verify once
An Investor Passport establishes identity and eligibility, reusable across Investor Services and InvestNow.
You choose Traditional or Roth
With a plain explanation of the difference and no default nudge.
You review the fee schedule and agreement
In full, before anything is signed.
The account opens in your name
With Institutional Trust Company as custodian.
See footnote 3
Join the launch list
One email when accounts open. Nothing else. Unsubscribe in one click.
What we will send
- The date accounts open
- The final fee schedule, including any figure not yet fixed today
- The account agreement and disclosures, before you sign anything
Footnotes
- Custody will be provided by Institutional Trust Company through Investor Services. Institutional Trust Company is seeking a South Dakota non-depository trust charter, is not chartered, and is not accepting accounts. Account opening is not available. ↩