Trusts and Other Participating Entities that are eligible to invest their assets with the SBI may do so through the SBI's Non-Retirement Funds. Investments by Trusts and Other Participating Entities are governed under Minnesota Statutes, specific to your Trust or Entity.

Go to the Non-Retirement Program page for links to the participating entities and investment vehicles.

Login to Your Trust Account


Follow this link https://www.your-fundaccount.com/msbi/ to access your plan's account online.

Documents/Forms

  Procedures for Trusts & Other Participating Entities (pdf)

  Contact Form - Trusts & Other Participating Entities (pdf)

  Transaction Form - Trusts & Other Participating Entities (pdf)

  Wire Instruction Form - Trusts & Other Participating Entities (pdf)

  SBI Wire Instructions (pdf)

Questions / Contacts

If you have any questions about the Non-Retirement Funds investment options or would like more information on how to participate, please feel free to contact the SBI.