Please title your investment in the following format: Digital Trust, Custodian, FBO Client Name Account Number. It will look something like “Digital Trust, Custodian, FBO Joe Smith Roth IRA 1234567.”
Updated over 10 months ago
Please title your investment in the following format: Digital Trust, Custodian, FBO Client Name Account Number. It will look something like “Digital Trust, Custodian, FBO Joe Smith Roth IRA 1234567.”