> From: robert <http://dummy.us.eu.org/robert> > Date: Fri, 04 Jan 2019 08:33:31 -0800 > > This guy didn't leave much info on the voicemail. Guess I'll have to call > him today. Apparently, they need your information on the account since you're a trustee. I'm not sure why and it doesn't make sense. I guess I should be thankful that we don't need to open a joint account ;-). Anyway, they need SSN, date of birth, employer, and title at work. I told them that I would send this via secure email via the Morgan Stanley portal.