Join LocalTrust

Welcome to LocalTrust Texas

Thank you for choosing the LocalTrust of Texas.
We are happy to have you as part of our family.

We look forward to being a trusted financial partner to your organization and assisting you in reaching your cash management goals. We believe in personal service and are excited to connect with you to make your investment process a positive, easy experience.

Enrollment documents

New Participant Profile Form

Icon of a document Indenture of Trust

Government Pool Information Statement

Prime Pool Information Statement

The links below contain all the materials necessary to set up your LocalTrust account(s). Our LocalTrust Service Coordinator will be reaching out to you soon, however, if you ever have any questions along the way please do not hesitate to contact us.

Eligibility to Join LocalTrust

LocalTrust is open to counties, cities, towns, school districts, special districts, and other political subdivisions. Additionally, state departments, agencies, instrumentalities, and political or public corporations can join and benefit from our investment options.

To join LocalTrust Texas, please complete the following:

Trust Indenture

Read the Trust Indenture

Indenture of Trust

Information Statement(s)

Read the applicable Information Statement(s)

Government Pool Information Statement

Prime Pool Information Statement

Authorize Participation

Fill out New Participant Profile Form. Keep original forms for your records, and send completed copy of the form to the LocalTrust team by email or fax

New Participant Profile Form

LTService@localtrusttx.com

1-800-XXX-XXX

Questions before joining? Reach out to us.

Our LocalTrust Client Service team can be reached on any business day from 7:30 a.m. to 5:00 p.m. CT by phone at 800-XXX-XXX or by email at LTService@localtrusttx.com.