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.

AET supports 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.

A secure dashboard for advisors, fund managers, and RIAs to manage accounts, investments, and investor activity in one place.

Yes. AET allows you to create investment opportunities, invite investors, and manage capital commitments digitally.

Your clients receive access to their own investor dashboard where they can view holdings, statements, transaction activity, and tax documents.

Absolutely. AET uses bank-grade encryption and rigorous compliance controls to protect sensitive information.

Yes. AET handles all required IRS tax reporting for custodial accounts, including Forms 1099, 5498, and other relevant disclosures.

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. We also offer custom integration through our API.

Yes. Investors can log in to view and manage their holdings, update information, and download reports or IRS forms.

Yes. Our API enables RIAs, fund administrators, and fintech platforms to integrate directly with AET for account creation, transaction tracking, and reporting.