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To what kinds of Banc of America Investment Services, Inc. accounts can I transfer assets from another firm?

April 26, 2017accounts America assets Banc firm Investment Services transfer

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To what kinds of Banc of America Investment Services, Inc. accounts can I transfer assets from another firm?

1 Answer

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10 Posted

You can transfer assets from another firm to most kinds of Banc of America Investment Services, Inc. accounts. However, the account you are transferring assets from must be the same type of account to which you are transferring funds. For example, you can transfer assets from an individual Roth IRA to another individual Roth IRA with the same owner, but not from a non-retirement account to an IRA.