account-maintenance

@joellewis/finance_skills

11

•published 2026/03/13

Process account maintenance requests across the full account lifecycle. Use when changing a client address or contact info and verifying identity, updating beneficiary designations after marriage divorce birth or death, re-registering or re-titling an account to a trust or new entity, selecting tax lot accounting methods or fixing cost basis records, applying legal holds compliance holds or Reg T freezes, setting up systematic withdrawals automatic investments or dividend reinvestment, processing a death notification or estate account setup, handling a QDRO or divorce decree for retirement accounts, responding to power of attorney or guardianship situations, closing accounts and managing escheatment, or designing periodic account review and data quality programs.