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Personal Account
An account registered in the name of an individual and with that individual being the sole beneficiary of the account. -
Joint Account
An account registered in the name of two (2) individuals under joint tenancy with rights of survivorship. -
Trust Account
An account registered in the name of a trust, while a trustee controls the management of the investments. -
Joint Account with a Minor
An account registered in the name of two (2) individuals, with one being under 18 years of age. This type of account is held under joint tenancy with rights of survivorship. -
Business Account
An account registered in the name of corporations, company, partnership, limited liability companies or unincorporated legal structures. -
Retirement Account
An account registered in the name of a retirement investment vehicles held by the client such as IRA LLCs, Self-Directed IRA, Superannuation, etc.