Use this document to update the legal name of the Account Owner.
Archives: Account Forms
Signature Request Form
Use this document to direct Digital Trust to sign a document related to an asset held within your account.
Fee Schedule (Self-Directed Accounts)
Refer to this document for all transaction and processing fees for self-directed accounts.
Note: Some fees may vary.
Traditional IRA Disclosure
This document provides terms and conditions for establishing a Traditional IRA.
Roth IRA Disclosure
This document provides terms and conditions for establishing a Roth IRA.
SEP IRA Disclosure
This document provides terms and conditions for establishing a SEP IRA.
SIMPLE IRA Disclosure
This document provides terms and conditions for establishing a SIMPLE IRA.
