How easy is opening an account at Meridian? Can I transfer assets without incurring fees or taxes?
Whether you are moving funds from a bank trust department, broker or financial planner, transferring assets is simple. Meridian prepares all paperwork for your signature and determines whether assets will be transferred “IN-KIND” or sold. If the account is taxable, securities may be transferred, not sold, to avoid unnecessary capital gains. Ultimately, the objective of setting up a new account is to achieve each client’s investment objective, and to utilize Meridian’s investment services. We expect to accomplish the transition from securities owned prior to your move to Meridian to those favored by our investment staff, addressing issues such as capital gains and other considerations unique to you.
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