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-   -   I need to know on how to read my investment statement (https://www.askmehelpdesk.com/showthread.php?t=217026)

  • May 17, 2008, 07:54 PM
    davejag
    I need to know on how to read my investment statement
    I have mutual funds in the bank and I just found out about them ( it was money left for me when my grandparents died). I need to get at them but don't know if I can cash them or not. My bank doesn't open again till Tuesday and I am really worried. My sister has had them in her name because I was under age when they were set up, but now I am over 20 and I woundering if I can go into the bank and get them with or without her.

    This is how it looks on the page ( I will leave the dollar amount out I'll just put$)

    Name: Lynnea Jamason ITF Joanna
    Signing Authority Individual

    Restraint Type: No Restraints



    Mutual Funds Status Units owned Unit Price Value
    Balance A 300 $ $
    Canadian Dividend A 10.75
    Life S A 200



    APA Instructions No


    Restraint Type No Restraints
  • May 17, 2008, 09:23 PM
    davejag
    Does ITF stand for In Trust For? It says sole owner does that mean I am the owner of the funds or she is? It has all her information on the account like birthday and phone number.

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