Support
Support & FAQ
Streamline custody, investments, and account management with clarity and confidence. Find answers below or reach out to our team directly.
How Can We Help?
Investor Support
Need help with your account, statements, or tax documents? Our investor support team is here for you. Email [email protected] or call 1-866-654-6111.
Platform & Partner Support
Investment advisors, fund managers, and technology partners can schedule a dedicated call with our team for onboarding, integration, or operational questions.
Learn more →General Inquiries
Have a question about AET services, capabilities, or how we work with your firm? We are happy to walk you through it.
Learn more →Frequently Asked Questions
Browse by topic to find answers about accounts, portals, compliance, and integrations.
General
What is AET?
American Estate & Trust (AET) is a Nevada-chartered trust company and qualified custodian that helps investment advisors, fund managers, and investors securely hold and administer alternative assets.
What types of accounts do you support?
AET supports a range of tax-advantaged and trust account types, including Traditional IRA, Roth IRA, SEP, SIMPLE, HSA, trust, and cash accounts.
What kinds of assets can be custodied through AET?
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.
Business Portal
What is the Business Portal?
The AET Business Portal is a secure dashboard for advisors, fund managers, and investment advisors to manage accounts, investments, and investor activity in one place.
Can I invite investors to deals through the platform?
Yes. AET's platform allows you to create investment opportunities, invite investors to participate, and manage capital commitments digitally.
What does my client see when I onboard them?
Your clients receive access to their own investor dashboard where they can view holdings, statements, transaction activity, and tax documents.
Investor Experience
Is my investor's data secure?
Absolutely. AET uses bank-grade encryption and rigorous compliance controls to protect sensitive information.
Can investors manage their own accounts?
Yes. Investors can log in to view and manage their holdings, update information, and download reports or IRS forms.
Tax & Compliance
Do you issue IRS forms (1099, 5498, etc.)?
Yes. AET handles all required IRS tax reporting for custodial accounts, including Forms 1099, 5498, and other relevant disclosures.
Do you handle TIN collection and withholding?
Yes. AET manages taxpayer identification number (TIN) collection and backup withholding as part of our onboarding process.
API & Integrations
What third-party integrations are supported?
AET integrates with leading portfolio management and advisory technology providers, including performance reporting tools, CRMs, and fund administration platforms.
Do you offer an API?
Yes. Our API enables investment advisors, fund administrators, and fintech platforms to integrate directly with AET for account creation, transaction tracking, and reporting.
Why Teams Trust AET
Purpose-built infrastructure for alternative asset custody and administration.
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Qualified Custodian
AET is a Nevada-chartered trust company providing qualified custody for a wide range of traditional and alternative assets.
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Bank-Grade Security
SOC-compliant infrastructure with bank-grade encryption and rigorous compliance controls to protect sensitive information.
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Full Tax Reporting
We handle all required IRS tax reporting for custodial accounts, including Forms 1099, 5498, TIN collection, and backup withholding.
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Developer-Friendly API
Integrate directly with AET for account creation, transaction tracking, and reporting through our modern API.
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