Account Acceptance and Termination


There is a risk in opening new fiduciary accounts. From review for acceptance (evaluating assets, key language and prior trustee activity) to review for termination, including procedures and best practices, this class will show you how to protect your institution while acting in a fiduciary capacity.


  • Describe the account acceptance process
  • Describe account termination considerations

Audience:  Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.

ABA Certifications: 1.0 CSOP, CTFA

Related Training: Wealth Management and Trust Online Training

The New York Bankers Association is a Local ABA Training Provider.

NYBA Professional Development at (212) 297-1679 or
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Member $175
Non-Member $225

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To license this course for multiple learners, contact NYBA Professional Development.