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Working on obtaining online administration access. I have a form to file but it may only give phone access. It is time to roll it over to my broker. Between our accounts and the estate accounts there are accounts at 7 different brokers.

Wow! And I though working through one brokerage was a lot of work figuring them out.

Best wishes to you. Suggest you post back in a year or so and share some of your experience and some thoughts on what to do and what to avoid, for the benefit of others.

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