STEP 2C: INVESTMENTS

Now let’s look at your investment accounts.

You do not need to provide account numbers or balances.

We only need enough information to identify the type of investment account and understand how you believe it is currently owned or designated.

Not sure how an investment account is titled? That’s okay. “Not sure” is a perfectly acceptable answer.

Please do not include retirement accounts such as IRAs, 401(k)s, 403(b)s, or pensions here. We’ll ask about those separately in Step 2D.

You don't need to know every answer. We'll work through this together.

Do you currently have any investment or brokerage accounts? *

Yes
No
Not sure

Investment Account 1: Financial Institution and Type of Account. For example, “Fidelity brokerage account” or “Charles Schwab investment account” is enough.

How do you believe this account is currently owned?

In the name of our/my trust
In my name individually
Jointly with another person
In the name of a business or other entity
Other
Not sure

Do you know whether this account has a transfer-on-death (TOD) beneficiary or other beneficiary designation?

Yes
No
Not sure

Anything you’d like us to know about this account?

Do you have additional investment accounts? *

Yes
No

Additional Investment Accounts: Please list any other brokerage, investment, mutual fund, stock, bond, or similar non-retirement investment accounts. The financial institution and type of account are enough for now.

After saving your information, return to this page and continue to Step 2D.

CONTINUE TO STEP 2D: RETIREMENT