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.