Personal Finance (Not Investing) • Wells Fargo TOD

I'm the POA and POD and my brother is a POD on my dad's Wells Fargo Bank Accounts. The monthly statements for the bank accounts list us both as I describe. The brokerage account only states TOD without and reference to my brother and I. Is this typical or should the brokerage statements list us in the same manner as the bank accounts? Not sure if there is an industry standard or Wells Fargo standard or if something needs to be reviewed.

Thanks

Statistics: Posted by dfin — Tue Nov 26, 2024 7:05 am — Replies 2 — Views 88

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