@sk124 if the cash is held for investment and stocks -- you report two entries --- "other" covering stocks owned/ held by the brokerage and a second entry , same brokerage with " custodial" account.. It is not very important for purposes of identifying diff. categories ( because these may change during the year. However it is important to aggregate all these categories for purposes of the total value and/or threshold.
Does this make sense ?
pk
