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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


Types of
Ownership
Maximum
Number of
Owners
Salient
Features
Individual One Only one owner; the broker can only accept instructions from the owner or somebody who has valid power of attorney.
Joint Unlimited The broker must accept instructions from any owner; upon death...

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