[ggcsquicksig] Tracking down the original source, category, accounts of a M M accounts/funds

  • From: "ernie pitz" <guidop6@xxxxxxxxxxx>
  • To: <ggcsquicksig@xxxxxxxxxxxxx>
  • Date: Thu, 28 Feb 2013 09:00:56 -0800

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 – 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


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