Does it cost extra to have two investment accounts?

There is no additional cost to add and track multiple accounts if you have signed up for Seraf Professional or Enterprise Portal. For example, if you invest under your own name as well as through a Revocable Trust, IRA, LLC, or some other vehicle, you can create separate accounts within Seraf under one User Name.

If you would like to upgrade your level of service, click here for more information.

For help creating investment accounts, click here.

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