May 21

CMA accounts with Merrill Lynch

0 comments

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!

© 2019

The experienced and knowledgeable team at Advanced Planning Solutions, LLC design and pioneer 
the estate planning industry's most robust and cutting-edge software systems since 1998.