New Portfolio
3.
Choose accounts to add to your New Portfolio.
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0000096 - STATE MUNICIPAL - SHORT TERM-96
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Tax ID/SSN 000-00-0000
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Investment Description
Registration
Account/Contract #
Value
GLOBAL PRIME INVESTORS FUNDS
INV FIDUCIARY TRUST CUST IRA A
6435943
$2,000.00
GLOBAL PRIME GROWTH
MARY SMITH
GLOBAL PRIME INVESTORS FUNDS
INV FIDUCIARY TRUST CUST IRA A
6000000252
$1,499.75
GLOBAL PRIME MONEY MARKET - 95
MARY SMITH
GLOBAL PRIME INVESTORS FUNDS
MARY SMITH
300000026
$19,359.26
GLOBAL PRIME SMALL CAP - 93
IFTC CUST ROTH CONV IRA 1998
GLOBAL PRIME INVESTORS FUNDS
MARY SMITH &
6435943
$319.81
GLOBAL PRIME GROWTH
JOHN SMITH JT WROS
GLOBAL PRIME INVESTORS FUNDS
MARY SMITH &
6000000252
$1,499.75
GLOBAL PRIME MONEY MARKET - 95
JOHN SMITH JT WROS
GLOBAL PRIME INVESTORS FUNDS
MARY SMITH &
300000026
$374.46
GLOBAL PRIME SMALL CAP - 93
JOHN SMITH JT WROS
GLOBAL PRIME INVESTORS FUNDS
MARY SMITH
6435943
$2,000.00
GLOBAL PRIME GROWTH
IFTC CUST ROTH CONV IRA 1998
GLOBAL PRIME INVESTORS FUNDS
MARY SMITH
6000000252
$1,229.75
GLOBAL PRIME MONEY MARKET - 95
GLOBAL PRIME INVESTORS FUNDS
MARY SMITH
300000026
$5,914.01
GLOBAL PRIME INTERNATIONAL -45
GLOBAL PRIME INVESTORS FUNDS
INV FIDUCIARY TRUST CUST IRA A
6435943
$544.80
GLOBAL PRIME SMALL CAP - 93
MARY SMITH
GLOBAL PRIME INVESTORS FUNDS
INV FIDUCIARY TRUST CUST IRA A
6000000252
$499.75
GLOBAL PRIME MONEY MARKET - 95
MARY SMITH
GLOBAL PRIME INVESTORS FUNDS
STATE STREET BANK & TRUST
300000026
$1,359.26
GLOBAL PRIME INTERNATIONAL -45
IRA R/O SMITH
GLOBAL PRIME INVESTORS FUNDS
MARY SMITH
6000000252
$20,499.75
GLOBAL PRIME MONEY MARKET - 95
GLOBAL PRIME INVESTORS FUNDS
MARY SMITH
300000026
$789.31
GLOBAL PRIME SMALL CAP - 93
IFTC CUST ROTH CONV IRA 1998
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