<< Can an investment account be started for an investment group by one individual in the group (under his or her tax ID) before the group get a Tax ID? And when the group obtains its Tax ID can the investment account be rolled over under the group's Tax ID? >>I suppose you could, but are you sure you want to? I haven't checked in a while, but you used to be able to get an EIN over the phone. Have you checked the instructions for the SS-4?It would be easier to do it right in the beginning, because you'd avoid any possibility of having to do nominee reporting. Also, before you do anything like this, check with the brokerage to make sure you're not going to have any problems or unanticipated fees.Phil MartiTax Preparer
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