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Can I transfer my Choices CD, eChoices or CX Online portfolio into the Choices Planner portfolio system after August 31, 2004?

April 26, 2017CD choices cx echoices online planner portfolio system transfer

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Can I transfer my Choices CD, eChoices or CX Online portfolio into the Choices Planner portfolio system after August 31, 2004?

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Absolutely! However, you will probably want to transfer your Choices CD, eChoices and CX Online portfolios as soon as you experience Choices Planner’s enhanced portfolio.