• Deborah Crawford
• 13 Apr, 2021

During this program, you will learn how to answer your adult account holder’s questions on how to set up accounts for grandchildren, for college, for other reasons to set up minor accounts. In this program, we will review the basic legal ownerships you may offer for your minor customers. We will talk about how to transition them into adult accounts. We will look at do’s and don’ts of account card set up for minors
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