How to name beneficiaries and fund a trust at NinjaTrader
Covers 4 investment, and 1 retirement accounts — beneficiaries can be managed online
NinjaTrader Support
NinjaTrader Group, LLC, 222 N LaSalle Street, Suite 400, Chicago, IL 60601
NinjaTrader Support
NinjaTrader Group, LLC, 222 N LaSalle Street, Suite 400, Chicago, IL 60601
NinjaTrader Support (no dedicated estate or claims department is published)
NinjaTrader Group, LLC, 222 N LaSalle Street, Suite 400, Chicago, IL 60601
Preparing your NinjaTrader investment accounts for estate transfer involves two primary strategies: designating beneficiaries on individual accounts and, where supported, retitling accounts into a revocable living trust. Both approaches bypass probate, but they work differently depending on the account type.
The transfer rules at NinjaTrader vary across 5 investment accounts. Below is a breakdown of beneficiary options, trust funding, and which products support each method.
- Employer Identification Number verification — IRS Notice CP 575 (the EIN assignment PDF) or IRS Letter 147C (photographed showing all four corners). Screenshots of the EIN from the IRS website are not accepted.
- Verification of company financials — a bank statement in the entity's name
- Government-issued photo ID for the trustee applying
- Confirmation of who is authorized to trade the account
Required Documents
- Employer Identification Number verification for the trust — IRS Notice CP 575 or IRS Letter 147C (no screenshots)
- Bank statement in the trust's name (verification of company financials)
- Government-issued photo ID for the applying trustee
- Confirmation of who is authorized to trade the account
- A funding bank account titled in the trust's name
Special Requirements
- A NinjaTrader trust account is a BUSINESS ENTITY account, not a retitled personal one — the practical consequences matter for a revocable living trust that has always run on the grantor's Social Security number. NinjaTrader's published business-entity document requests are built around EIN verification (IRS Notice CP 575 or Letter 147C), and business-entity funds must come from a bank account in the entity's name. A grantor who wants futures held in trust should expect to obtain an EIN for the trust and open a bank account in the trust's name before applying. NinjaTrader does not publish a trust-specific document list naming a trust agreement or certification of trust; the New Accounts team requests documents case by case, so call 1-800-496-1683 or open a support case first. NinjaTrader states it does not advise on which account type to select.
Sources
Data sourced from NinjaTrader primary sources (15 pages reviewed). How we research.
Download these NinjaTrader instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against NinjaTrader primary sources. Bring it to the branch or keep it beside the phone.
NinjaTrader Support
NinjaTrader Group, LLC, 222 N LaSalle Street, Suite 400, Chicago, IL 60601
NinjaTrader Support
NinjaTrader Group, LLC, 222 N LaSalle Street, Suite 400, Chicago, IL 60601
NinjaTrader Support (no dedicated estate or claims department is published)
NinjaTrader Group, LLC, 222 N LaSalle Street, Suite 400, Chicago, IL 60601
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