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#2229154 - 01/15/20 10:12 PM TISA disclosures when opening multiple accounts
Marmaduchess Offline
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Marmaduchess
Joined: Oct 2009
Posts: 175
Oregon Coast
When a customer opens more than one of the same account, say 12-month CDs ,at one time, do we need separate TISA disclosures for each account even though they are all the same (assuming the same amount went into each account)? Or can one disclosure with all the account numbers listed be used?

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#2229156 - 01/15/20 10:46 PM Re: TISA disclosures when opening multiple accounts Marmaduchess
rlcarey Online
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rlcarey
Joined: Jul 2001
Posts: 84,323
Galveston, TX
I see no prohibition.
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