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Q. Can I update records for a Joint Account or an In Trust For account?

28 May, 2021 732 Clients Records Updates
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A. Yes, you can. However, you can only do so for a joint account when you verify your account using the primary phone number or primary email address on the account. For an In Trust For account, you must update the account with the details of the account holder and not the person the account is held in trust for (your child being an example).