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Old Jun 14, 2007 | 3:53 pm
  #54  
Neal
Original Member
25 Years on Site
 
Join Date: May 1998
Location: Miami/Ft. Lauderdale
Programs: AA 2MM Lifetime Platinum, Hyatt Globalist, Marriott Gold
Posts: 1,350
Has anybody tried to open an "Ultimate Savings Account" in the name of an existing "trust?" When we recently tried opening one, for our mother, this wasn't possible since EVERYTHING had to be done online. (At least we were told that by Citigold.) Even though her primary checking account is in the name of her trust, I think it was due to the "ultimate" needing to "stand alone." But if there's any way around it or if this has since changed, I would appreciate any info. Thanks.
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