You must receive approval from Trustmont prior to opening any personal outside brokerage account.

Use this form to request approval for a new outside brokerage account. Click “Submit” below when finished.

Once submitted you will receive a confirmation email for your records. If there are any additional questions we will reach out to you, otherwise you will receive an email with approval or reason for decline.

Email Address:
What type of account do you want to open?
Who will be the Custodian?
Who will be the account owner?
What type of investment(s)?
Is it going to be self directed?
Is the custodian willing to provide duplicate statements and confirms? If not, you will be required to send quarterly if approved.
Attach files/paperwork for review
Additional files/paperwork