Can you manage my trust accounts?

If you currently hold a Living Revocable Trust at Fidelity, we can link on to your account as advisor. The grantor(s), trustee(s), and beneficiary(ies) of the trust must all be the same person.

If you wish to transfer a trust account from another custodian for FutureAdvisor to manage, please email us at vip@futureadvisor.com to determine suitability and next steps.