Setting up Treasury Direct under Trust
How can I create a Treasury Direct account with my Trust?
Terry Says
Read this article: https://www.terrysavage.com/t-bills-beat-cds-2/
But instead of opening an “individual” account, scroll down on that page to open an account in the name of your Revocable Living Trust, using your SS number. Take the “guided tour” linked in the article above. You’ll find it’s very easy.
