Skip ahead by clicking on the links below:

• What do I need to do?
• How can I get started?
• What information do I need to provide?
• Can I get an extension?
• How does this upgrade benefit me?
• How do I get customized branding?

What do I need to do?

1. 1. 1. Complete application will all required documentation
      2. Provide a list of all the account numbers you currently service
      3. Accept User Agreement
      4. Provide any branding documentation (optional)
      5. Schedule a Demo

How can I get started?

• If you are a Sales Rep or Advisor, inform your company executives of the change.
• Reach out to eugenio.m@aetrust.com and let him know you are ready to transition.
• You can then go to business.aetrust.com/onboarding and create your account while supplying all the information necessary.

What information do I need to provide?

• General business contact info
• Owner’s photo identification (pick one)
  • Driver's license
  • Passport
  • State ID
• Business documentation
  • Operating Agreement
  • Articles of Incorporation
  • Certificate of Good Standing
  • EIN Confirmation Letter (SS4)
  • W9
  • Corporate Resolution (Corporate Authorization)
• Any other licenses

Can I get an extension?

• Please contact eugenio.m@aetrust.com and explain the reason for your extension.

How does this upgrade benefit me?

• You are given access to the industry leading software for retirement services in alternative investments.
• You will be able to take advantage of the latest features such as a business cash account, business bill pay, mobile user onboarding, account search, support for compliance standards (e.g., SOC2, SEC, FINRA), improved investment management, customized branding and much more.

How do I get customized branding?

• • Simply request this when you reach out to eugenio.m@aetrust.com. You can then provide a domain such as www.mywebsite.com so you can direct your customers to the platform directly from your website.

Where do I log in now?

• • You can log in at business.aetrust.com

How will this affect my clients?

• • It will not affect them at all. All account holders have already transitioned to the new User Portal.