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Follow the instructions below to edit Primary or Contingent Beneficiary information in your account. The share percentages for all Beneficiaries must total 100%.   To Edit Primary Beneficiary infor...

Use the following information to send funds to American Estate & Trust via wire, or check.   Check Mailing Address: American Estate & Trust 6900 Westcliff Dr. Ste. 603 Las Vegas, NV 89145 Pay to:...

The following article will help guide you in submitting a Vendor bill for payment thru the "Online Portal".   Make sure to have an invoice/bill, scanned and ready to upload before you start creatin...

The following article lists the required documentation to fund various investments, as well as, IRA titling requirements for documents. For each investment type you will need to login to the "Onlin...

Complete a "WITHDRAWAL FORM" prior to starting your Direction of Investment. Then utilize the instructions below to complete your online DOI withdrawal and attach your document. List all assets and...

Follow the steps below to Create a DOI (Direction of Investment) and attach the supporting documents   1. Log in to the "Online Portal"     2. Click on "Invest (DOI)" tab     3. Click "NEW INVEST...

Making Deposits or Contributions to your Account increases the Funds Available in your Account for transfers, payments or investments.   Note: Contributions by Check or Wire must also be accompanie...

Complete and save a Withdrawal form prior to starting your Direction of Investment. Then utilize the instructions below to complete your online DOI withdrawal.   You’ll need to create a DOI (Direct...

1. Login to the "Online Portal"     2. Click on the "Withdraw Funds" option and complete all fields:     3. If you already have a Bill Pay in the system you will be prompted to “Specify Vendor” w...

Important Notes Regarding Transfer Documents: - All transfer request forms must be received within “15 days of YOUR dated wet signature" - All "Scanned Copies" of transfer paperwork must include a ...