The first step is to open a Kingdom Trust account and complete the funding of the account, via a contribution, a rollover or transfer of funds. From there, you complete an Investment Direction Kit (visit our Forms page) instructing Kingdom Trust of the investment you would like to make. Kingdom Trust will then complete an administrative assessment to ensure the investment can be held on our platform. You will be notified once the assessment is complete. Please note each investment’s procedures and forms vary slightly, so you should contact us at 888.753.6972 for specific details.