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.

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