How Do You Transfer Accounts to Mullooly Asset Management?
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Many investors believe that transferring their accounts to a new Investment Advisor, like Mullooly Asset Management, will be a long and stressful process. We outline the steps for transferring mutual funds, 401k accounts, 403b annuities, 457 deferred compensation plans, annuities, and brokerage accounts in this presentation.
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How Do You Transfer Accounts to Mullooly Asset Management?
- 1. Mullooly Asset Management Podcast July 17, 2013 Mullooly Asset Management July 2013
- 2. Things to Know About Mullooly Asset Management We us TD Ameritrade and Charles Schwab as our discount brokers May use another broker if you choose Mullooly Asset Management July 2013
- 3. Getting Set Up To get set up with TD Ameritrade or Charles Schwab you will need to sign a form That’s it Mullooly Asset Management July 2013
- 4. If You Have Mutual Funds… You will sign a form Will transfer in 48 hours Mullooly Asset Management July 2013
- 5. If You Have a Brokerage Account… You will need to sign an ACAT form Processing will take 5-7 business days Mullooly Asset Management July 2013
- 6. Annuities We can manage the choices inside your annuity This is not a transfer No need to move, but we need online access If you are out of “surrender period” we can look into no-load annuity Mullooly Asset Management July 2013
- 7. Your 401k Account at Work This is not a transfer We need to get online access This includes 403b annuities and 457 Deferred Compensation plans too Mullooly Asset Management July 2013
- 8. None of the securities mentioned in this (or any) podcast or video represent past specific recommendations of Mullooly Asset Management. This video is NOT a recommendation to buy or sell any of the securities mentioned here. If you’re relying on a podcast for investment advice, you are likely making a huge mistake. We strongly urge our listeners to consult with their investment advisor before they make a decision to buy or sell any investment. Mullooly Asset Management July 2013
- 9. Mullooly Asset Management, LLC support (at) mullooly (dot) net 732-223-9000 www.mullooly.net Mullooly Asset Management July 2013
- 10. Mullooly Asset Management, LLC support (at) mullooly (dot) net 732-223-9000 www.mullooly.net Mullooly Asset Management July 2013