Real ChatGPT answer · index seedlxF3BkPq5K8completeFinance and banking · investing and brokerageslocal
I live in McKinney and I am trying to figure out how to transfer shares from my old bank into a new brokerage account for my daughter using a custodial setup.
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Fan-out diagram
The searches the AI actually ran for this prompt.
SEED QUERY
I live in McKinney and I am trying to figure out how to transfer shares from my old bank into a new brokerage account for my daughter using a custodial setup.
3 real searches · 1 real-search pass
Texas Uniform Transfers to Minors Act custodial account age termination 21 statute officialGoogle ↗
OBSERVEDConsequence
IRS gift of appreciated stock to child custodial account cost basis gift tax rules officialGoogle ↗
OBSERVEDReason
brokerage transfer shares in kind different account owner custodial UTMA transfer gift shares ACATS requirementsGoogle ↗
OBSERVEDReason
Badge and edge weight = share of passes that produced the query. Hover a query for its intent and routing format.
Query classes
Google's semantic query class for every sub-query: what kind of answer each search is after, simulated vs real.
ChatGPT real searches (3)
Classes come from the query-classifier (a local Laya model). 3 of 3 calls are low-confidence (under 50%) — hover a query in the table to see its confidence.
Searches and sources
ChatGPT3 real searches · gpt-6
Texas Uniform Transfers to Minors Act custodial account age termination 21 statute official Google ↗
IRS gift of appreciated stock to child custodial account cost basis gift tax rules official Google ↗
brokerage transfer shares in kind different account owner custodial UTMA transfer gift shares ACATS requirements Google ↗
- Fidelity custodial accounts · fidelity.com
- Schwab custodial accounts · schwab.com
- E*TRADE website · us.etrade.com
- PROPERTY CODE CHAPTER 141. TRANSFERS TO MINORS · tcss.legis.texas.gov
- Texas Constitution and Statutes · statutes.capitol.texas.gov
Queries
3 queries · click a column to sort
| Query / type | Search | Intent | Query class | Routing format | Cluster | Freq ↓ | Weight |
|---|---|---|---|---|---|---|---|
Texas Uniform Transfers to Minors Act custodial account age termination 21 statute official OBSERVED | Google ↗ AI Mode ↗ | — | Consequence | — | — | 1x of 1 | |
IRS gift of appreciated stock to child custodial account cost basis gift tax rules official OBSERVED | Google ↗ AI Mode ↗ | — | Reason | — | — | 1x of 1 | |
brokerage transfer shares in kind different account owner custodial UTMA transfer gift shares ACATS requirements OBSERVED | Google ↗ AI Mode ↗ | — | Reason | — | — | 1x of 1 |