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SIE: Account Types
SIE practice questioneasyAccount Types – Trust Accounts

Which account type is established when one person manages assets for another per a formal legal agreement?

  1. A401(k) account
  2. BCash account
  3. CTrust account✓ Correct answer
  4. DMargin account
Explanation

Why CTrust account

Trust accounts are created when a trustee manages assets for beneficiaries based on a trust agreement. Cash, 401(k), and margin accounts are not structured this way.

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