Transferring your investment accounts is likely easier than you think.
When we start working with new clients, they’re often anxious or worried about who they’re going to have to talk to at their bank or wherever.
And they’re often pleasantly surprised to learn that you don’t have to talk to anybody. Ever. And you certainly don’t have to go in anywhere and tell them you’re closing your account.
All you need is your account statement and we can submit a transfer request on your behalf. Easy peasy.
Now, sometimes financial institutions drag their feet, and it can take a while for all the paperwork to go through and the funds to arrive.
But you still don’t have to talk to anyone or have any awkward conversations you don’t want to. It’s your money, after all. You can move it wherever you want.