SLUICE
WorkControl towerRelationshipsMaintenanceReview & submitClientsSetupCRMImportPinnedNIGO
Open account
HP
Harbor Point WealthClearing · Northgate Clearing

In Good Order, the first time.

SLUICE
WorkControl towerRelationshipsMaintenanceReview & submitClientsSetupCRMImportPinnedNIGO
Open account
HP
Harbor Point WealthClearing · Northgate Clearing

In Good Order, the first time.

Harlow Family Revocable Trust

The Harlow Household · client record
Loading…Loading…FA
Clients
Harlow Family Revocable TrustEntity · Revocable trust · The Harlow Household · one record, reused on 0 accounts
Tax ID
•••-••-1234
Advisor
Elena Marsh
Status
No accounts yet

Entity

The trust as a legal person: its name, tax ID and address.

•••-••-

Only the last four are kept; they always display masked.

No changes

Trustees & signers

Who acts for the trust, and who signs. Every account the trust owns uses this list.

  • Priya Harlow is a trustee but not designated as a signer.
Trustees
Authorized signers
No changes

Documents

  • No certification of trust on file.
No changes

Accounts & roles

0

Not on any account yet.

Open an account in the Harlow Household

Before a first account

2

Not on an account yet, so nothing is held. The gate would ask for these on the first one.

  • No certification of trust on file.Blocking · Certification of trustFix below · Documents
  • Priya Harlow is a trustee but not designated as a signer.Blocking · Authorized signersFix below · Trustees & signers
The Harlow Household