E*TRADE Advisor Services
To access custodial forms, agreements, instructions and other supplemental information from E*TRADE Advisor Services, visit http://www.trustamerica.com/advisor-forms. For help determining which forms to use, please call our Client Services Department at 1-800-828-4881.
Please note we have included ICON’s proprietary forms below. To ensure you are accessing the most current custodial forms provided by E*TRADE Advisor Services, we have provided a link to the forms available on their website. ICON’s paperwork requirements can differ from those of the custodian. Depending on the account type and optional services desired, additional documents may be necessary.
Some of the forms accessed through this webpage are documents from E*TRADE Advisor Services. ICON makes no representation as to the accuracy or completeness of the information contained in or requested by these forms.