pk
Level 15
Level 15

Deductions & credits

@Fionja  whether it is  a  Bank or a broker that holds monies for you  for sole purpose of investment activities by you or for you ,  it is a custodial account.   

Accounts  in a financial institution that you own or have signature authority  over are generally  non-custodial  -- either savings or deposit accounts ( because you do the operating )

 

Are you trying to fill out  the FATCA form or what ?

 

Is there more I can do for you ?

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