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How long does it take to open or transfer my account to Weiss Capital Management?

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Typically, a day or two- if funds are wired into your account. If you are opening your account by check, the process can take about a week. Transferring an account or funds from another firm can take anywhere from one to six weeks, depending on your accounts’ complexity, the transfer method and the type of securities transferred. Your Financial Advisor at Weiss Capital Management will assist you with the process and inform you along the way.

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