Once you have created your Prime Trust Login Credentials, you can apply to open a Custodial Account. This self directed Custodial Account will allow your Entity to custody fiat and digital assets with Prime Trust.
If you are applying for an account on behalf of a C Corp, LLC, S Corp, Trust, or Company; the steps below will show you how to complete the application process.
Select Custodial Account
After logging in , click on the "Custodial Account" section highlighted below.
Create Account Name
Begin by entering the name of your account. We recommend using the name of the account owner or entity.
Select Account Owner Type
Under the "Account Owner" section, click on the drop down and select the option that best describes your entity (i.e. C Corp, LLC, S Corp, Trust, or Company).
Next, fill out the Entity and the Primary Point of Contact information. The Primary Point of Contact should be a Beneficiary Owner or a person of authority, as this individual will be responsible for confirming any account disbursements.
Important: The name and mailing address for the Primary Point of Contact must match the name and mailing address listed on the Government Issued Photo ID that will be uploaded in the Documents section. If you provide an ID that lists a different address, you will be required to submit proof of address (dated within the last 90 days).
Read and Sign Custodial Agreement
Read through the Custodial Agreement and sign by typing your full name into the box provided. Click "Next" to continue.
Complete the Onboarding Packet (Supplemental Institutional Account App)
From the "Upload Documents" page, download the Supplemental Institutional Account Application by clicking the green "Onboarding Packet" link (as shown in the image below), or click here.
You will need to complete and submit this application along with the required documents before we are able to approve your account. We recommend reviewing the article highlighted below to ensure the application is completed correctly:
When you're ready to submit your application, we recommend merging all of the required documents and completed forms into a single PDF file. Then, upload the PDF file via the secure link. This link will be located in the "Upload Documents" section (as shown below).
Please Note: Your account cannot be approved until all necessary documentation has been submitted and verified.
Provide Deposit Details
In this section, select the Currency you would like to use by clicking on one of the options provided (USD, ERC-20 Token, Bitcoin, or Ethereum). Then, fill out the requested information for the specified currency.
If your account is approved, you can log in and add or update your bank account information anytime. We'll show you how here.