How are client and broker account operated?
Related Questions
- My client would like me to move her DRS book-entry position from the transfer agents account to the clients broker account. How do I request the position from the agent?
- What if a client has a qualifed account, and is enrolled in a scheduled withdrawal program, and turned 59 last year, will the client receive two 1099-R forms?
- How are client and broker account operated?