Showing 6 out of 6 options
| Option | Linked Items | |
|---|---|---|
| 1 | 1 | |
| Business Partner | 7 | |
| Family Member | 45 | |
| Financial Planner | 8 | |
| Lawyer | 1 | |
| Partner | 0 |
Showing 23 out of 23 options
Option | Linked Accounts | Linked Owners | |
|---|---|---|---|
| Authorized Signer | 2 | 6 | |
| Beneficiary | 9 | 12 | |
| CEO | 3 | 5 | |
| Co-Trustee | 1 | 2 | |
| Custodian | 2 | 5 | |
| Director | 4 | 6 | |
| Founder | 2 | 3 | |
| General Partner | 5 | 9 | |
| Individual | 12 | 34 | |
| JTWROS | 1 | 4 | |
| Joint Owner | 2 | 3 | |
| Limited Partner | 7 | 13 | |
| Manager | 6 | 9 | |
| Managing Member | 8 | 11 | |
| Managing Partner | 4 | 10 | |
| Member | 20 | 25 | |
| Other | 3 | 8 | |
| Owner | 18 | 30 | |
| POA | 2 | 2 | |
| Partner | 15 | 20 | |
| President | 4 | 7 | |
| Trustee | 10 | 15 | |
| Vice President | 3 | 5 |