EMAIL DETAILS
SUBJECT:
Consolidating Accounts to 5858
PRI: NORMAL
FROM:
D
dodgekatie13@gmail.com
DATE:
2019-01-17 23:15:07
MSG_ID:
<395338B2-397B-4076-B04B-46911AD39FF3@gmail.com>
RECIPIENTS:
TO:
C
cynthia.duncan@wellsfargoadvisors.com
CC:
E
edward.e.prewitt@wellsfargo.com
R
Robert Biden
<rhbdc@icloud.com>
CONTENT:
TEXT: YES |
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PROCESSED
Hunter and I spoke this evening. Correct me if I am wrong, Hunter, but what is planned going forward is to move all money to 5858. We are going to also try to stop all ACHs from drawing on this and any other account. We are making other arrangements for bills to be paid with other money in order to preserve 5858 for Hunter’s personal income. For now Hunter would like to have all available funds (arriving with the incoming wire) placed into 5858 - less any existing NSF in his accounts. The only other “active” account besides 5858 that will remain will be Maisy’s 529 account which hopefully can continue building. Once this consolidation is complete the hope is to move the money to a regular bank account once that is set up. Please let me know what more needs to be done. Do we have to formally close the PC & LLC accounts? Is there paperwork for that? I will be traveling this weekend beginning tomorrow morning (Friday) but I will check in with you at some point. I also think you may need Hunter to call you to verify this information and give the final word. Thank you so much for your patience and all your help. - Katie
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