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Trust Brokerage Account Assistance

Trust Brokerage Account Assistance


Need Help? PTA staff will assist you to establish your Fidelity  accounts. You will receive the account information for login and review.  This will insure that the trust accounts are set up securely and correctly by the requirements. You will need to complete the Information form that will be sent by email link after purchase.   Treasury Direct has confirmed that KJ PTA has to set up the TDA account

  • Service Policy

     This service is confidential and all information will be kept private. Once the service is purchased, it is non-refundable. 

  • Payment Plan Options

    “We understand that financial commitments can sometimes be overwhelming. That’s why we are excited to offer you a flexible Payment Plan Option. This plan allows you to spread your payments over a period of time, making it easier for you to manage your financial obligations without any added stress. Please contact our customer service team for more details. We are here to assist you in finding the best possible solution that suits your needs.”

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