DISCLAIMER: This website is an independent informational resource and is NOT affiliated with the U.S. Treasury, IRS, trumpaccounts.gov, any government agency, the Trump Organization, or Donald J. Trump. The term “Trump Account” is used descriptively to refer to accounts under 26 U.S.C. § 530A. Always verify information directly at trumpaccounts.gov or IRS.gov.

Get Trump Account Guide

Independent informational resource about Trump Accounts under 26 U.S.C. § 530A

Trump Account Rollover Rules

Key points:

  • After July 4, 2026, full trustee-to-trustee rollovers to private custodians (Fidelity, Schwab, etc.) are allowed.
  • Must transfer entire balance.
  • No tax consequences if done properly.
  • Private custodians can then serve as ongoing trustee.
Trump Account IRS Rules