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Anonymous

16 Dec 2021

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General Investing

How to tell if a custodian account is in my name or co-mingled? On Robos or Brokers?

Robos such as Endowus, AutoWealth, Syfe, SA.

Brokers such as FSMone, Tiger, MooMoo, IBKR, TD

How do it tell which custodian account for the Robo or Broker is in my name or co-mingled?

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16 Dec 2021

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