Can the account be opened in the name of a trust?

We allow accounts to be titled in the name of a trust, and we also allow trusts to be named as beneficiaries.

Both options are available via our online account opening website: https://open.northpointe.com/

For existing accounts in an individual's name we can convert the account to a Trust owned account. Contact us to obtain an Account Change Card. Once the form is complete, return it with a copy Certificate of Existence of Trust to us securely at: https://www.northpointe.com/secure