Good Morning Amber, Please advise on the below. Thank you Nina Tona From: Nina Tona Sent: Friday, December 15, 2017 5:34 PM To: Amber Davis Cc: Kareen Johnson ; Alastair Mackinlay Subject: RE: SOUTHERN FINANCIAL LLC - ONB-1010155 [I] Classification: For internal use only Amber and Kareen, I have a few questions. The client has a Brokerage Acct in WM and wants to use those instructions for SSI, are we able to do that? Also, kindly clarify what you mean by Tax Document. Do you have an example or explanation? DBSI Account: Southern Financial LLC DBSI Account #: Pershing LLC EFTA01400142