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Individual accounts can be converted into a Joint account through the following steps: 1. Open a separate Joint account with your co-owner. (For the acc...

Once the minor has reached 18 years of age, ITF accounts can be converted into a Joint account (between the same parent and child) through the following ste...

Once the minor of an ITF account has reached 18 years of age and above, the primary can transfer the proceeds of the ITF account to an individual account u...

In compliance with rules and regulations, COL Financial is required to keep your information current.  You can update your account information by loggin...