To help make this process as easy as possible for you, we have provided the documents you will need, along with a brief description of each. To start the process, just click on the bold headings below and download the form. Once you have downloaded, please print out the forms, fill in the required information, sign where indicated and send it to our office. Feel free to contact us with any questions along the way. We are happy to walk you through the account transfer process personally.
As soon as we receive these forms along with a copy of your most recent account statement(s), we will begin the process of setting up your new accounts and transferring your assets. Once that is complete, we will mail you a package of completed new account documentation, including disclosures. These will also require your signature. Kindly review, sign and return these documents within 30 days of receipt.