Stock Portfolio Transfer
Posted: Mon Sep 22, 2014 5:26 pm
We will be receiving a contribution from an individual in the form of a portfolio of stocks being transferred into our name (value $80K). How do I get this amount "into" PC+ initially since it wont be "going through" our checking or savings account? It would be just a transfer of names of ownership.
Thanks for the help.
Thanks for the help.