Support & FAQ

American Estate & Trust (AET) is a Nevada-chartered trust company and qualified custodian that helps RIAs, fund managers, and investors securely hold and administer alternative assets. We specialize in private investments and qualified accounts, offering institutional-level custody, compliance, and reporting.

AET supports a wide range of account types, including individual, joint, trust, IRA, and business accounts.

We custody traditional and alternative assets including private equity, venture capital, real estate, private credit, limited partnership interests, digital assets, and other non-exchange-traded investments.

The AET Business Portal is a secure dashboard for advisors, fund managers, and RIAs to manage accounts, investments, and investor activity in one place. It integrates with your existing systems, providing transparent access to asset details, transaction history, and compliance documentation.

Yes. AET’s platform allows you to create investment opportunities, invite investors to participate, and manage capital commitments digitally. The system handles documentation, funding, and custody automatically, reducing administrative work for you and your investors.

Your clients receive access to their own investor dashboard where they can view holdings, statements, transaction activity, and tax documents. You maintain full visibility as their advisor, while clients enjoy a professional, transparent experience branded to your firm.

Absolutely. AET uses bank-grade encryption and rigorous compliance controls to protect sensitive information. All data transmission and storage meet or exceed state trust standards for custodial security.

Yes. AET handles all required IRS tax reporting for custodial accounts, including Forms 1099, 5498, and other relevant disclosures. We ensure compliance with federal and state reporting timelines so you and your clients don’t have to manage it manually.

Yes. AET manages taxpayer identification number (TIN) collection and backup withholding as part of our onboarding process.

AET integrates with leading portfolio management and RIA technology providers, including performance reporting tools, CRMs, and fund administration platforms. We also offer custom integration options through our API for more advanced use cases.

Yes. Investors can log in to view and manage their holdings, update information, and download reports or IRS forms. You retain oversight as the advisor or sponsor, but clients have direct access to their custodial data at any time (permissions are customizable).

Yes. Our API enables RIAs, fund administrators, and fintech platforms to integrate directly with AET for account creation, transaction tracking, and reporting. It’s ideal for firms that want to automate workflows or embed custodial functionality into their own systems.