Sample data · IAMS
Ashwood RIA
AR
Wizard
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Step 1 of 9
Basics
Step 1 of 9
Basics
Household, custodian, account type
Household
Custodian
Select custodian…
Schwab
Fidelity
Pershing
Altruist
Account type
Select type…
Individual
Joint JTWROS
Traditional IRA
Roth IRA
Trust
529
Registration name
As it will appear at the custodian
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