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How do I transfer an account from another brokerage to Zumo Inc?

April 26, 2017account brokerage transfer zumo

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How do I transfer an account from another brokerage to Zumo Inc?

1 Answer

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10 Posted

Along with the proper account application, submit a Transfer Authorization Letter. All cash and open positions will be transferred to Zumo Inc. Please contact a Zumo representative for further assistance.