Combine Accounts Wizard Step 2

This is Step 2 of the Wizard. On the Investment Sidebar Menu, Click on  Utilities | Account | Combine Accounts.

Overview

This screen allows you to choose the account which will remain after the accounts are combined.

Combine Accounts Wizard Step 2

Surviving Account

The surviving account will be the account that remains after the process is complete.  It will usually be the NEW custodian account.

Click Next after choosing the Surviving Account.

See Also

Combine Accounts Overview

Combining Accounts With Liquidated Assets

Producers And Surviving Account

Managers And Surviving Account