Branch #/Rep # Maintenance
Deselect related accounts that you do not want to update.
Account #
Investment Description
Registration
Tax ID/SSN
6000000252
97
STATE STREET BANK & TRUST
000-00-0000
GLOBAL PRIME GROWTH - 97
IRA R/0 SMITH
0021300102
95
JOHN AND MARY SMITH
565-23-7384
GLOBAL PRIME MONEY MARKET - 95
JT WROS
4540111
32
MARY SMITH CUST
JOHN SMITH JR.
000-00-0000
GLOBAL PRIME LARGE CAP - 32
UNIF TRANS MIN ACT MO
30022019
25
THERESA JANE SMITH
345-67-8910
GLOBAL PRIME HIGH YEILD FUND - 25
30022019
93
THERESA JANE SMITH
345-67-8910
GLOBAL PRIME SMALL CAP - 93
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