If an investing account such as an IRA is managed by a custodian, you can associate that custodian to that account in a few simple steps.

Any future distribution payments will be sent to the custodian set on the account.

Step 1) Open the account details for the account that you want to add a custodian to and click Edit Custodian(s)

Step 2) Choose the custodian you would like to associate to the account.

Note: the Custodian account reference is the account number issued/provided by the custodian. This number is printed on the check when sent to the custodian as a distribution payment and used for processing.

Did this answer your question?