In the case of a fiduciary account, the bank is the custodian of the account, while the agent has legal control of the assets of the account. In addition, they can close the account or open sub-accounts and transfer the wealth into it. If the agent manages the account in the name of a fiduciary agreement, it must do so in accordance with these terms. Since a trust is a legal agreement, you must bring the legal documents that created the trust and appoint you as your agent. Depending on the type of trust you create and your lawyers, the account will likely be created with a trustee designation….