Skip to main content

Can I initiate a transfer at my current custodian?

Updated over 11 months ago

It's important to note that, in the realm of financial transfers, the impetus lies with the receiving firm rather than the initiating custodian. Thus, the initiation of a transfer is a task entrusted to the receiving firm, underscoring the need to liaise with them for the seamless execution of the transfer process. This distinction ensures a clear and efficient transfer, aligning with industry standards and best practices.

Did this answer your question?