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Whats Camardas account transfer process?

April 26, 2017account camarda process transfer

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Whats Camardas account transfer process?

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If you choose to use us, we make it quick and easy. We will open accounts in your name at a third-party institutional custodian, where your investments will be transferred and safeguarded. We will arrange for your positions to be quickly and easily transferred from your current institution directly to your new one; in most cases, you need do nothing more than endorse the forms. You should not even need to make a phone call; we prepare the direct transfer forms and follow up on progress for you, each step of the way. Click here to get started with our FREE Portfolio Plan™.