Directed Trustee API

Digital Fiduciary and Embedded Custody

AET's API lets builders embed asset custody, trust administration, and qualified accounts directly in their product. Open accounts programmatically while fulfilling strict AML, KYC, and KYB compliance. All under one Nevada-chartered directed trustee.

Talk to Us View Docs

Directed trustee API for embedded custody and trust administration

Who It's For

Platforms and Fintechs

Wealth-tech platforms, retirement products, and alt-investment marketplaces. Investors open accounts, fund investments, and track holdings inside your product.

Learn more →

Trust-Tech Startups

Productized trust companies applying one template across thousands of accounts. Ship on a Nevada-chartered directed trustee behind your brand.

RIAs and Family Offices

Advise and administer client trusts on AET directly. Custody the assets, run distributions, and keep the advisor-client relationship inside your firm through succession.

Learn more →

Built for Developers

RESTful, JSON-based endpoints. Full sandbox. Real docs. Every party and role in a trust is modeled accurately from day one, so what you build against the API is what runs in production. Our integration team scopes with you directly.

RESTful architecture with JSON endpoints
Sandbox environment and complete documentation
Structured API responses for AML, KYC, and KYB
Hands-on partner support for scoping and integration

View Docs →

A Nevada-Chartered Directed Trustee, Built In

Every account you open through the API sits inside a Nevada-chartered directed trustee. That means a two-year statute of limitations on creditor challenges, no state income tax on trust assets, modern directed-trust and dynasty-trust statutes, and a regulator that understands modern fiduciary businesses. Your product inherits the Nevada advantage by default.

Read: The Nevada Advantage →

Nevada-chartered directed trustee jurisdiction advantages

What You Can Do with the API

Onboarding, administration, custody, and reporting through a single integration.

→

Onboard Trusts Programmatically

Create revocable and irrevocable trust accounts through the API with every party, role, and relationship modeled accurately from day one. What took weeks of paperwork now returns in an API response.

→

Open Qualified Accounts

IRAs, solo 401(k)s, SEPs, and other qualified accounts, opened directly within your product through a single API call. Full support for self-directed retirement accounts holding alternative assets.

→

Stay Compliant

AML, KYC, and KYB return as structured API responses. Sanctions screening, beneficial-ownership analysis, prohibited-transaction checks, and tax reporting are handled by AET as the chartered trust company behind every account.

→

Administer Trust Activity

Distributions, dividends, capital calls, and e-signature workflows all as API calls. Every party in the trust receives what they need without paper-based coordination.

→

Custody Every Asset Class

Marketable securities, private equity, real estate, private credit, closely held business interests, and digital assets. All held by one regulated provider under one integration.

→

Reporting and Audit Trails

Pull transaction history, tax forms, and audit trails on demand for full transparency.

Qualified Custody for RIAs and Fund Managers

AET is a qualified custodian under the SEC custody rule, purpose-built for alternatives and RIA-sponsored funds. LP interests, private notes, real estate syndications, and pooled investment vehicles, all held through the API.

Read: Qualified Custody, State by State →

AET · COMPLIANCE

AML/KYC for Trusts

Verification, beneficial ownership, and source of funds for trust onboarding.

aetrust.com Guide

Guide

How We Handle AML and KYC for Trusts

The compliance layer behind AET's trust onboarding: identity verification, beneficial-ownership analysis, source-of-funds review, ongoing monitoring, and how it maps into the API. Read this before you scope your onboarding flow.

Download the Guide

Directed Trustee API

Building on a directed trustee? Reach out.

Talk to Us Read the Announcement →