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May 27, 2015
12:25:04pm
While you can't combine them, you can execute a power of attorney
for your wife's accounts, so when you logon, they all pop up and you can manage them with one signin...or vice versa, your wife can do the same. That is pretty close to combining them for simplification's sake.

There are some benefits to that combination as most brokerage companies consider the combined balances for receiving favorable terms or perqs.

Most brokerages the POA is a standard form. Simple to do.
This message has been modified
Originally posted on May 27, 2015 at 12:25:04pm
Message modified by Acorn on May 27, 2015 at 12:25:31pm
Message modified by Acorn on May 27, 2015 at 12:25:51pm
Message modified by Acorn on May 27, 2015 at 12:26:26pm
Message modified by Acorn on May 27, 2015 at 12:30:06pm
Acorn
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Acorn
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