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Ways In Which Accounts Can Be Held

Dashboard > Client Investment Recommendations and Strategies > Ways In Which Accounts Can Be Held

Ways In Which Accounts Can Be Held

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    Types of Ownership                    Maximum Number of Owners   Salient Features
    IndividualOneOnly one owner; Broker can only accept instructions from the owner OR somebody who has valid power of attorney
    JointUnlimitedBroker must accept instructions from ANY owner; Upon death of one owner, account is redistributed equally to remaining owners
    Tenants-in-CommonUnlimitedSame as with Joint Account, except that each owner can designate where his/her share of the account goes upon...

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