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Ceberon,

You know, I thought that was the case. I asked the people at Scottrade if there were forms I had to fill out to have the right to handle my wife's Roth account, and they looked at me like I was from another planet. They said that soon as it was online, I could just use the online account to manage everything. I said I wanted to be able to handle all the details of the account, and they said I already could, since I could just access the account online.

IndecisiveFool is correct, you must have those forms on file if you ever have to talk to someone about your wife's account. Not everything can be resolved online. You might consider giving your wife access to your account as well.

There was a problem with my wife's RIRA that had to be settled by phone. Without the signed authorization that I sent with the initial package, the representative would not have talked to me.

Mike
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