Successfully reported this slideshow.

How Do You Transfer Accounts to Mullooly Asset Management?

208 views

Published on

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.

Published in: Economy & Finance, Business
  • Be the first to comment

  • Be the first to like this

How Do You Transfer Accounts to Mullooly Asset Management?

  1. 1. Mullooly Asset Management Podcast July 17, 2013 Mullooly Asset Management July 2013
  2. 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. 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. 4. If You Have Mutual Funds… You will sign a form Will transfer in 48 hours Mullooly Asset Management July 2013
  5. 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. 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. 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. 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. 9. Mullooly Asset Management, LLC support (at) mullooly (dot) net 732-223-9000 www.mullooly.net Mullooly Asset Management July 2013
  10. 10. Mullooly Asset Management, LLC support (at) mullooly (dot) net 732-223-9000 www.mullooly.net Mullooly Asset Management July 2013

×