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SIE: Account Types
SIE practice questionmediumAccount Types - Custodial

Which statement is true regarding custodial accounts established for minors?

  1. AMultiple minors can be named on a single account
  2. BOnly one custodian and one minor are allowed per account✓ Correct answer
  3. CThe minor has trading authority
  4. DThe custodian cannot make investment decisions
Explanation

Why BOnly one custodian and one minor are allowed per account

Under the Uniform Gifts/Transfers to Minors Acts, each custodial account may only have one custodian and one minor. The custodian, not the minor, has trading authority and decision-making power.

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