broker account
HelpRegister |
broker account I have a EIN from the government, but my account at the bank and the broker account is STILL IN MY NAME. How do I get my SHAREBUILDER ACCOUNT IN THE NAME OF THE INVESTMENT CLUB? Have you tried getting in contact with the people at SHAREBUILDER and explained the situation to them? They might be able to fix your problem by correcting your account information without charging you a fee to transfer the funds into a new account. Jason Sklar wrote: > I have a EIN from the government, but my account at the bank > and the broker account is STILL IN MY NAME. How do I get my > SHAREBUILDER ACCOUNT IN THE NAME OF THE INVESTMENT CLUB? Jason... Just my thoughts... I think you should contact the account administrator and let them know the TIN is not yours but that of the investment club. You might need to provide proof that the number belongs to the club and you might need to provide a copy of the partnership agreement. John Munn You may have difficulty changing the account because Sharebuilder does not offer Investment Club accounts. |
|