Important Notice: Our web hosting provider recently started charging us for additional visits, which was unexpected. In response, we're seeking donations. Depending on the situation, we may explore different monetization options for our Community and Expert Contributors. It's crucial to provide more returns for their expertise and offer more Expert Validated Answers or AI Validated Answers. Learn more about our hosting issue here.

How do I rollover an existing account to Citizens Investment Services?

April 26, 2017account citizens existing Investment rollover Services

0

Posted

How do I rollover an existing account to Citizens Investment Services?

1 Answer

0

Posted

To rollover or transfer an existing account from another broker/dealer to your Representative Assisted Account, please visit a Financial Consultant at your local Citizens Bank branch or contact us to arrange to speak with a Financial Consultant. To rollover an existing account from another broker/dealer to your Self-Directed Account, please complete the IRA Direct Rollover Authorization Form and mail it to: Citizens Investment Services Mailstop: MCN210 PO Box 42025 Providence, RI 02940 If you do not currently have an account with Citizens Investment Services, you will need to open an account prior to the transfer.