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What if I’m transferring from a firm that is going through a conversion/merger?

April 26, 2017conversion firm going I’m merger transferring

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What if I’m transferring from a firm that is going through a conversion/merger?

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When transferring from a firm that is currently undergoing or has recently undergone a conversion and/or merger, it is acceptable to submit an older statement from the previous firm and a copy of the letter from the new firm showing the change in account numbers.