David Hill

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  • Outgoing Transfer To New Custodian

    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 ...

  • Paying a Vendor Bill

    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...

  • Editing an Investment or DOI

    Follow the steps below to make corrections, or upload supporting documents, to an open DOI on hold for corrections.   1. Login to the "Online Portal"     2. Navigate to the "Invest DOI" tab     3...

  • Pay Your Account Fees

    Follow the instructions below to view or pay your account fees     To view or pay outstanding bills Login to the Online Portal Navigate to Settings tab Select Invoices From this tab you can view ...

  • Change or Update Beneficiary

    Either complete and save an electronic copy of the Beneficiary Change Form, or complete by hand and upload an electronic copy of the form. Follow the steps below to upload the Beneficiary Change F...

  • Withdrawing Precious Metals

    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...

  • Making a Deposit or Contribution

    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...

  • Selling Precious Metals

    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...

  • Uploading Change of Address form

    Either complete and save an electronic copy of the Change of Address form, or complete by hand and upload an electronic copy of the form. Follow the steps below to upload the Change of Address form...

  • Wire instructions and mailing information for American Estate & Trust

    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:...