Transfer of Brokerage Account Assets on Death



Transfer of Brokerage Account Assets on Death
Transfer of Brokerage Account Assets on Death
$0.00

This 1 page (2-sided) consumer publication from FINRA outlines what happens to an investment account after an account holder dies and explains how to set up a Transfer on Death (TOD) registration to prepare for a transition.

Transfer of Brokerage Account Assets on Death


$0.00

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This 1 page (2-sided) consumer publication from FINRA outlines what happens to an investment account after an account holder dies and explains how to set up a Transfer on Death (TOD) registration to prepare for a transition.