What types of asset transfers can you help me facilitate?
We are here to help you with several different types of transfer including:
ACAT -Typically referred to as “broker-to-broker” transfers
DTC – The transfer and receipt of individual stock positions
IRA Rollovers – The transfer of assets from a previous employer
IRA Transfers – Trustee-to-trustee transfers from another investment firm
How we can help you
King Wealth Management will collaborate with you to complete any required paperwork, submit documentation, and follow-up on all transfers. We have extensive experience working with retirement plans, broker/dealers, and management companies.