Can I initiate a transfer at my current custodian?

  • Updated

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.