Vision: Assign New Accounts

Assign New Accounts

Click "Assign" to assign a new account to one or more Portfolios.

NOTE:

Upon confirmation, the assigned account will be removed from this list. Accounts not assigned after 60 days will be automatically removed from this list.

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Est. Date

Acct #/Contract #

Investment Description

Registration

Value

Details

01/20/03

900297252

GLOBAL PRIME INVESTORS FUNDS

MARY SMITH

310.5540

GROWTH FUND CLASS A

IFTC CUST ROTH CONV IRA 1998

$2,605.22

Details

01/20/03

6435943

AMERICAN FUNDS

JOHN SMITH CUST

49.101

AMERICAN BALANCED CLASS A

THERESA JANE SMITH

$1,454.09

UNIF TRANS MIN ACT MO

Details

01/20/03

6435943

MFS INVESTMENT MANAGEMENT

STATE STREET BANK & TRUST

244.109

MFS LARGE CAP GROWTH FUND-A

IRA R/0 SMITH

$2,236.10

Details

01/20/03

300000026

AMERICAN FUNDS

JOHN AND MARY SMITH

444.87

AMERICAN BALANCED CLASS A

JT WROS

$444.87

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