I am a contractor assigned to work at an investment firm. Can the investment firm demand that I give them my personal information about my IRA?

I am working as a contractor at an investment firm. I am paid by another company. They are requesting information regarding my personal investments (My account and current statement) for an IRA that they have nothing to do with. Is it required that I provide that information?

0 answers  |  asked Dec 10, 2019 1:44 PM [EST]  |  applies to New Mexico

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