I was JTWROS on my parents' TD Plan 60 account (free everything, no minimum balance.) By the time I turned 60 the Plan 60 was no longer available but "grandfathered" for existing customers. So when my parents died I "inherited" both accounts and use them to this day (over a decade) without any issues with TD.nice4 wrote: ↑20 Mar 2024 12:50 Question is
- Does this senior BMO account still legally can be used by my sister (she is over 60 year old too) just like her own BMO senior account or,
- It must remove my mother's name from the account or,
- Mother's account must close and sister must open a new account for her own use ?
I would call BMO and ask them if they operate the same way.