Hi Babette, et al, Recently, after chasing rates in MM and CD accounts for years, I moved the bulk into a Real Estate Investment Trust â Commercial. It appears that it is in my Trust account that is part of my Will, etc.. as I am E.G.Pitz, Trustee. Prior to this move it was just a MM acct with no other designation. I traced the MM/CD account back to 2008 through various MM accounts trying to find the original Source, so I could see if this Trust designation is valid. My question is: How can I trace it back to the Source, as I, at this point have only been able to 2008? Ernie GGCSQUICKSIG is the Email list for members of the Golden Gate Computer Society's Quicken Special Interest Group. TO SEND A MESSAGE TO SIGLEADER BABETTE BLOCH "OFFLIST" - Email to: ggcsquicksig@xxxxxxxxxxx TO UNSUBSCRIBE: Send an Email Message to: ggcsquicksig-request@xxxxxxxxxxxxx In the "Subject": line, type "unsubscribe" (without the quotes).