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Custodial Accounts in myICLUB Investment Clubs |
7/15/2025 |
We have added support to myICLUB for custodial accounts for minors, perfect for family and student investment clubs.
In our July 2025 myICLUB webinar, Russell Malley reviewed new enhancements we have recently made to myICLUB.com related support for custodial accounts, as might be used in a family or student investment club to allow minors as members. He discussed the basics of UGMA and UTMA accounts, and how to set up custodial accounts and designate custodians in myCLUB.
The replay is available on our YouTube channel, or you can view the replay on demand right here:
The PDF handout of the presentation slides is also available for download.
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For more on tools for investment club accounting, operations, and tax preparation, please visit https://www.myICLUB.com.