Splitting brokerage account in trust

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Determined
Posts: 246
Joined: Sat Aug 12, 2017 7:43 pm

Splitting brokerage account in trust

Post by Determined » Wed Jan 17, 2018 11:27 am

I am the trustee for a $500,000 brokerage account at 5/3. My brother and I will be splitting it. He will want to move shares in kind to another firm. He is an ex-pat in Canada. I will also be moving my portion. How do I do this ? Another account was in both our names, so he requested the in kind transfer directly.

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