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Personal Investments • ACATS Transfer Taxable TOD Account Designation

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Updating thread in case anyone searching in future:

Received response from IBQR:
"The TOD designation should not affect the ACATS transfer and it is not part of the account title or information that gets transmitted to the receiving firm"

Statistics: Posted by Fire_55 — Tue Aug 06, 2024 11:03 am — Replies 1 — Views 180



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