EMAIL DETAILS
SUBJECT:
RE: NSF
PRI: NORMAL
FROM:
E
edward.e.prewitt@wellsfargo.com
DATE:
2018-12-17 19:15:36
MSG_ID:
<4bec553b26624e8eadae9044c542c2a4@wellsfargo.com>
RECIPIENTS:
TO:
R
rhbdc@icloud.com
CC:
C
cynthia.duncan@wellsfargoadvisors.com
CONTENT:
TEXT: YES |
HTML: YES
PROCESSED
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 Edward E. Prewitt, CFP® Managing Director – Investments [Prewitt WMG Logo color] 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<http://www.prewittwealth.com/> From: Robert Hunter <rhbdc@icloud.com> Sent: Monday, December 17, 2018 12:28 PM To: Prewitt, Edward <edward.e.prewitt@wellsfargo.com> Cc: Duncan, Cindy (Fayetteville, AR) <cynthia.duncan@wellsfargoadvisors.com> Subject: Re: NSF Thanks RHB1 On Dec 17, 2018, at 1:15 PM, edward.e.prewitt@wellsfargo.com<mailto:edward.e.prewitt@wellsfargo.com> wrote: 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 <image003.jpg> 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<http://www.prewittwealth.com/> From: Robert Hunter <rhbdc@icloud.com<mailto:rhbdc@icloud.com>> Sent: Monday, December 17, 2018 11:50 AM Cc: Prewitt, Edward <edward.e.prewitt@wellsfargo.com<mailto: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<mailto: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 <image002.jpg> <image004.jpg> 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<http://www.prewittwealth.com/> To stop receiving marketing emails from: • An individual Wells Fargo Advisors financial advisor: Reply to one of his/her emails and type “Remove” in the subject line. • Wells Fargo and its affiliates click here <%20https:/www.wellsfargoadvisors.com/wellsfargo-unsubscribe%20> Neither of these actions will affect delivery of important service messages regarding your accounts that we may need to send you or preferences you may have previously set for other email services. See our electronic communications policies<%20http:/wellsfargoadvisors.com/disclosures/email-disclosure.html%20> for additional information. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company, 1 North Jefferson, St. Louis, MO 63103 This email may be an advertisement for products and services. To stop receiving marketing emails from: • An individual Wells Fargo Advisors financial advisor: Reply to one of his/her emails and type “Remove” in the subject line. • Wells Fargo and its affiliates click here <%20https:/www.wellsfargoadvisors.com/wellsfargo-unsubscribe%20> Neither of these actions will affect delivery of important service messages regarding your accounts that we may need to send you or preferences you may have previously set for other email services. See our electronic communications policies<%20http:/wellsfargoadvisors.com/disclosures/email-disclosure.html%20> for additional information. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company, 1 North Jefferson, St. Louis, MO 63103 This email may be an advertisement for products and services. To stop receiving marketing emails from: • An individual Wells Fargo Advisors financial advisor: Reply to one of his/her emails and type “Remove” in the subject line. • Wells Fargo and its affiliates click here <https://www.wellsfargoadvisors.com/wellsfargo-unsubscribe> Neither of these actions will affect delivery of important service messages regarding your accounts that we may need to send you or preferences you may have previously set for other email services. See our electronic communications policies<http://wellsfargoadvisors.com/disclosures/email-disclosure.html> for additional information. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company, 1 North Jefferson, St. Louis, MO 63103 This email may be an advertisement for products and services.
METADATA:
THREAD:
TOPIC:
NSF
INDEX:
AQHUljEBEh+SgAA0tk+V7zq11b8rW6WDO/QggABovYD//6XhQA==
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