IB & Living Trust

Discussion in 'Retail Brokers' started by bundlemaker, Jul 5, 2006.

  1. Not sure if this is right forum, but as it's an IB account, maybe someone from IB can chime in.

    I am the advisor on a F&F account. One of the client accounts is creating a Living Trust and will of course need to convey personal assets into the Trust.

    The question is: how do you do this at IB? I was hoping I didn't have to create a new client account, but I'll bet that's the case. If anyone has done this or if IB rep can explain I'd be most appreciative.