Frequently Asked Questions

Self-Directed Investments

Why is Digital Trust listed as the owner of my asset?

As the custodian, we own the assets in each account for the benefit of (FBO) your individual account. This means that we execute all investment documents and all documents related to the sale of the asset. This titling also ensures that the IRS recognizes that you are not personally benefiting from the assets held in your account before retirement. This allows you to recognize any potential tax benefits for which you might be eligible.