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What information does my statement need to reflect?
What information does my statement need to reflect?
Updated over 5 months ago

Generally, we require statements to have the following information:

  • Your full name

  • Account type

  • Account number

  • Existing custodian

Exceptions can be made if you are unable to provide a statement with all of the above elements; however, please be advised, this may result in delays processing your transfer request with your custodian.

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