In an ongoing data cleanup process, we are beginning to turn attention to Trust accounts. We currently get updates imported daily via our broker dealer, who is getting the file from the aggregator (Albridge). The updates seek and match to a Person Account SSN.
Looking at Trust accounts, certain ones (living trusts) will use the Trustee SSN rather than a separate TIN. Does anyone currently work this way, and how are you working to match the Person Account information separately from the Trust when they use the same identifier?
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