The following video helps to guide your investor through the process of creating a new Custodian or using an existing Custodian to help them correctly name their IRA. This will ensure that their IRA was named correctly on all of the required legal documents that they will be executing.

If you would like to create the Custodian for your investor prior to them entering their data, use the following article to guide you through that process.

Related Article: Create a Custodian

----------------------------------------------------------------------------------------------------------------------------

The following video helps to guide your investor through the process of creating a new custodian or using an existing Custodian to help them correctly name their IRA in Investor Portal 1.0.

Did this answer your question?