Where are the funds of the Deferred Sales Trust held? Are the funds safe?

Created by Client Experience Team, Modified on Wed, 15 May, 2024 at 2:25 PM by Client Experience Team

The funds are held in some of the largest banks worldwide, such as Bank of New York Mellon, Sunwest Bank, and TD Ameritrade. The note is secured against the assets the funds are invested in. You have 24/7 access to view funds, and funds only move with your approval:


  1. Funds from escrow are deposited into Sunwest Bank or an investment account like TD Ameritrade.

  2. No funds are invested or moved from this account without your approval.

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