Custodial Accounts

Prime Trust provides individuals, families, partnerships and corporations with a wide variety of directed and self-managed custodial accounts. These include:

  • Investor - put all your private investments in an account so everything is on one easy statement
  • Retirement - IRS's and 401K's for individuals and businesses that enable you to invest in a wide variety of private securities
  • Business - reporting and accounting for cash and securities
  • Specialized - we are the fiduciary trust company for a number of vertical/niche accounts with specific investment focus. Contact your broker, funding portal or platform for more information

To open a custodial account or for more information, click here to send us an email or call us at (702) 840-4000

Custodial Agreements

Please download and sign the following as appropriate and email to

PrimeTrust Investor Custodial Agreement Download
Investor Custodial Agreement
PrimeTrust Business Custodial Agreement Download
Business Custodial Agreement