How Do I Show an Investment as Being Owned by a Trust?

We have a client who wants to purchase an investment through a trust. How do we set that up in the system?

First, you'll want to add the trust as a constituent. Add the constituent record as an ORGANIZATION, not an individual. Once you have added the constituent record, create the investment account and designate the ownership as sole ownership.

If further assistance is needed, contact DDI Client Support