We highly recommend that you setup a Move MoneyStanding Payment InstructionsMoneyLink® for your account(s). This will enable your client to ACH funds to/from their {{Custodian}} accounts and their retail bank. To get started, all we need is a voided check for the account(s) you would like to ACH to/from.
Household Settings:
Additional Forms:
Basic Information:
Account Information:
Transfer on Death Registration & Beneficiary Information.
If you would like the account to transfer to beneficiaries outside of probate, please fill out the information below.
Enter in the Estate Executor's Information:
Account Funding Options
Setup Required Minimum Distributions (RMD's) or recurring transfers.
RMD will be calculated by {{Custodian}}, more options may be available on the forms.
Select an option
Additional options may be available on the {{Custodian}} forms.
Special Instructions:
Do you need to reserve cash for a one-time distribution, like an annuity payment?
Should a minimum amount of cash be maintained in the account for distributions? (i.e. income withdrawal, expenses, etc...)) *If for a monthly distribution - please specify at least 3 months' worth of cash amount in the account.
Are there any assets you would like to exclude from trading?
Hold down the Ctrl key to select multiple options.
Strategy
Target Percentage
Target Dollar Value
Prior Investment Experience (average)
