How Do I Set up a Trustee Relationship?

We have investments that are owned by a trust. How can we set those up in DDI-Connect, and how do we link the constituent to the trust?

If the trust is the owner of an investment, you would add the Trust as an organization in Name/Address. Then, add the individual with their own constituent record and link the records using a relationship of TRUST (or any other relationship code you wish to use). Then, set up the account under the Trust. The investment is shown as being owned by the trust, but the linkage between the records is reflected.