Series 24: 3.2.1.2. Numbered Accounts

Taken from our Series 24 Online Guide

3.2.1.2. Numbered Accounts

A numbered account is an account where only a number or a symbol instead of a name is used to identify the account. A numbered account is used when clients wish to preserve their anonymity; although, account holders are still required to register by filling out a client form attesting to the ownership of the account.

FINRA Rule 3250

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