Hunter,

We did confirm we cannot move to your account here form 529.  We can sell the funds and send a check to the address on file ( 9354 Wilshire Blvd. BH, CA 90212) and then you can deposit the money into an account but it will take several days.

Please let me know how you want to proceed.  Thanks  Edward

Thanks 

Hunter,

We are checking.  I am not sure you can move it from one account to another? 

He only options I know of are to send to the educational institution or to the address on file.

Either way it will take a few days for settlement if we were to sell the funds today, there is not cash available in the account.

We will let you know what we find out. 

 

Edward

 

Edward E. Prewitt, CFP^®

Managing Director – Investments

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217 East Dickson Street | Suite 101 | Fayetteville, Arkansas 72701
Tel 479.521.2200 | Toll Free 800.521.5762 | Fax 479.521.0855

www.prewittwealth.com

 

From: Robert Hunter <rhbdc@icloud.com>
Sent: Monday, December 17, 2018 11:50 AM
Cc: Prewitt, Edward <edward.e.prewitt@wellsfargo.com>
Subject: Re: NSF

 

Can I transfer 20k from Maisy 528 account to personal account? With the understanding there will be penaltys if at all possible to begin with. LMK ASAP. Thanks 

RHB1

On Dec 17, 2018, at 10:07 AM, cynthia.duncan@wellsfargoadvisors.com wrote:

Katie & Hunter

 

The PC account has a check trying to clear for $780.00, check #2443.   BALANCE is .44 cents   ( Need an answer  by 11:00AM CST)

 

Personal  (5858)    Balance is : $1,710.72

 

LLC Balance = $2.26

 

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Cindy Duncan,

Senior Client Associate

217 East Dickson Street | Suite 101 | Fayetteville, Arkansas 72701
Tel 479.521.2200 | Toll Free 800.521.5762 | Fax 479.521.0855

www.prewittwealth.com

 

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