Documents Needed to Open a COLOTRUST Account
Any county, city, town, school district, special district, or other political subdivision of the state of Colorado, or department, agency, or instrumentality thereof or any political or public corporation of the State of Colorado may join COLOTRUST as a Participant. For more details on how to open an account refer to the Information Statement below or visit the Client Services page to contact our sales and marketing representatives.
Documents Needed to Manage Your Existing COLOTRUST Account
Current COLOTRUST Participants can find all the necessary forms to maintain their
accounts on this page.
- PRIME S&P Fund Profile (September, 2017)
- PLUS+ S&P Fund Profile (September, 2017)
- Public Trust Advisors Form ADV Part 2A