Madison Trust Company Q&AAnswer
Nov 16, 2022 - 06:43 AM
In this case, you would need to create a taxable account at Fidelity.
For assistance, please contact Broad Financial’s (our sister company’s) Support Team by visiting Broad’s website.
Please note, Madison Trust is a passive custodian and therefore, does not give legal, tax, or financial advice. Please consult with your tax advisor before making any investment decisions.
