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As he explained it, they will just be housed in our brokerage account


What does it mean to "house" an IRA in a joint brokerage account?
id (SS #) so it makes sense to me

No big deal here, I hope they can do it.

I have a cash account and a roth at AMT. The two accounts are linked and I can access both with a single logon just like you want to do. So I get what you are saying. But in my case, both accounts have the same taxpayer id which I thought was fundamental to linking the two accounts.

But maybe that is just an AMT thing or maybe the rules have changed since I set this up a long time ago. Good luck.
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