AKconsult Posted December 18, 2012 Posted December 18, 2012 I have a plan that is mostly invested with Schwab. Schwab Trust Co. is trustee. However, there are a few physicians who have chosen instead to invest in outside brokerage accounts with other firms. Of course, Schwab does not trustee those accounts. Is it possible for each of the docs to be named as trustee just over their own accounts? None of the docs wants to be the trustee over the other docs who are using outside brokerage accounts. Any other suggestions?
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