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Can my client transfer securities (e.g., stocks, bonds, T-bills) or mortgages into an Open Account?

April 26, 2017account bonds client mortgages securities stocks T-bills transfer

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Can my client transfer securities (e.g., stocks, bonds, T-bills) or mortgages into an Open Account?

1 Answer

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Due to the special reporting requirements for securities and mortgages, B2B Trust does not presently support either asset in the Open Account.