|
Unassigned New Account:
| Acct #/Contract # |
Investment Description |
Registration |
Shares |
| Value |
| 900297252 |
GLOBAL PRIME INVESTORS
FUNDS |
MARY SMITH |
310.5540 |
| |
GROWTH FUND CLASS A |
IFTC CUST ROTH CONV IRA 1998 |
$2,605.22 |
|
|
 |
|
| NOTE: Changes
made to Portfolios associated with Households will affect the Households. |
|
 My
Portfolios List:
To add, select a Portfolio. |
-> |
Assign New Account to:
To remove, select a Portfolio and click
"Remove". |
|
|
NOTE: Portfolios
containing the same Tax ID/SSN as the
new account have been preselected. |
|
|
All Portfolios:
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