You can easily update your contact information online through Schwab Alliance.| Marotta On Money
This designation gives both Schwab and your financial advisor the permission to contact the named individual if either of us were ever concerned that you or your finances were being taken advantage of.| Marotta On Money
(a) Each member shall maintain the following information: (1) for each account: (A) customer's name and residence; (B) whether customer is of legal age; (C) name(s) of the associated person(s), if any, responsible for the account, and if multiple individuals are assigned responsibility for the account, a record indicating the scope of their responsibilities with respect to the account, provided, however, that this requirement shall not apply to an institutional account; (D) signature of the p...| www.finra.org
Estate planning is a task which is never useful until it is too late to do it.| Marotta On Money
