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 7 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.”