Can I invest through a trust?

October 27, 2026

Yes. You can hold CREB bonds in a trust account, which can help with estate planning and passing assets to your heirs.

What you'll need

  • The trust's legal name and date of formation
  • Details for each trustee, who complete identity verification
  • A copy of the trust agreement or certificate of trust [CONFIRM: documents required]
  • A bank account held in the trust's name for funding

Who manages the account

The trustee manages the account, including deposits and withdrawals, on the trust's behalf.

Questions about setting up a trust account? Speak with Investor Relations.