top of page

Forum Posts

mjo222
May 21, 2019
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!
0
0
8

mjo222

Admin
More actions

© 2025

logo.png

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.

bottom of page