How do I move a brokerage account into my trust? | NC

About this video

Q: How do I use a certificate of trust to move a brokerage account into my revocable trust? A: A certificate of trust is a proof document. It lets you show the brokerage that your revocable trust exists, who the current trustee is, and what authority the trustee has, without giving the brokerage your full trust agreement. But the certificate does not move the account by itself. To actually move…