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The Broker Confirmation Letter serves several purposes. It allows the personal representative to verify the existence of investment accounts held by an investment firm. It also helps determine the exact ownership of the investments. If the investments are held jointly with another individual, or if the investments are held by a trust, the investments may or may not be subject to probate. Therefore, it is important for the personal representative to be able to identify the types of investments owned by the decedent and in whose name the investments are held.
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Access to online banking, online investment statement download, and any other services available through the Internet and selected Intuit products may be provided by your financial institution or other third party and not Intuit ("Online Services"). or Service, branded with Intuit and third party brands, in which a third party is primarily responsible for making added functionality available to you.
The My Way Service allows you to obtain information on companies, stock prices, bonds, and other investments or financial matters.
