Can brokerage accounts be transferred to another individual or do they have to be cashed out to gift funds?

I’ve heard of parents setting aside investments in their own name to pass on to children in the future. Can investment accounts change ownership in the future or would investments have to be sold for children to acquire funds?

Hey @Vestafia!

I’ll cover this in tonight’s office hours (8/18/2021) with the recording available afterwards on the course site!

If you’re not signed up for office hours, you can sign up here.