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SIE: Account Types
SIE practice questioneasyAccount Types

Which account type is suitable for an adult managing funds on behalf of a minor?

  1. AUGMA/UTMA account✓ Correct answer
  2. BMargin account
  3. COptions account
  4. D529 account
Explanation

Why AUGMA/UTMA account

UGMA/UTMA accounts are custodial accounts established by an adult for the benefit of a minor. Margin and options accounts are not available to minors, and 529 accounts are educational savings plans, not general-purpose custodial accounts.

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