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N
NLR
May 14, 2021
Question

I inherited investment accounts in 2005. They have been actively managed since then. How do I answer the question "Did you purchase all of these investments?"?

  • May 14, 2021
  • 1 reply
  • 0 views
I inherited the investment accounts in 2005.  They have been actively managed by the investment company since that time (buying and selling).  How do I answer the question "Did you purchase all of these investments?"

1 reply

M
Mike9241
May 14, 2021

answer yes if the securities sold were not the ones inherited.   the question would be answered no if they were gifted to you or were inherited,

 

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