We define "Like Accounts" as accounts with at least one customer in common on each account. Over the phone, we will only transfer if the person we are talking to is the "customer in common". Our automated systems do no allow these kinds of transfers at all, and in person, as long as both parties are present, since we can identify everyone, they may transfer between accounts.
We don't take the tax id into consideration.
It's just an internal thing.
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