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Hi from Just Answer. I'mCustomer and can assist.
The broker must have had an ID number to set up the account.
Since that wasn't done, I can think of two situations that might have occurred:
Applying for a new ID number is *****
https://www.irs.gov/businesses/small-businesses-self-employed/apply-for-an-employer-identification-number-ein-online is the link to IRS web page that will give an EIN within minutes.
You as trustee have the authority to apply for the number.
The number will be issued immediately after completing the questionnaire. Give that to the broker for new account seup.
Thanks for asking at Just Answer. Positive feedback is appreciated. I'mCustomer
Hi again from Just Answer.Customerhere.
I made the Offer for a phone call, per your request. Please advise if you still want to discuss things further.