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    mjo222
    May 21, 2019

    CMA accounts with Merrill Lynch

    in Discussion Forum

    Hello,

    I am new to trust funding.

    I have a client with a r account with Merrill Lynch. From the statement I see that her money are in cash/money accounts and mutual funds.

    My question is: in FundingPro - would I classify this account as Cash Account or an Investment Account?

    Thank you!

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