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  1. American Estate & Trust
  2. General
  3. Getting started

Getting started

  • Business Portal Quickstart
  • Submit your Client Investment (DOI) Request
  • Link your Bank Account
  • Make Deposits
  • Make Withdrawals
  • Investment Tab
  • Add or Change Beneficiaries
  • Invite and Onboard New Clients
  • New Client Transfer
  • Add Team Members
  • Business Portal - Customer's Panel Basics
  • Open an Additional Account for your Client
  • Upload a Document to your Client's Account
American Estate & Trust