catattack loves the Fall!

Learn how to add my brokerage account to my trust, and do it. (read all 2 entries…)
I sent an email to the broker... 18 months ago

and asked (1) What forms do I need, and (2) do you have a brick-and-mortar so I could walk in and get this done?

I also found the trust docs, and added the account numbers from my brokerage accounts.

May 31, 2008, 10:57AM PDT | 4 cheers


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catattack has gotten 4 cheers on this entry.

 

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