Documents
Governing document, participant forms, and financial reportsGoverning Documents
These will help get to you started with CalTRUST
Investment Policy
Download PDF
here
Information Statement
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here
JPA – Agreement
Download PDF
here
Participation Agreement
Download PDF
here
Participant Documents
FYE 25 Audited Financial Statements
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2026 Closures Calendar
Participant Portal & Online Trading Guide
Download PDF
here