How can I transfer a client’s existing MF holdings to my ARN on the Partner Portal?
Overview
If your client holds mutual funds through another distributor, they can move them under your ARN using the Request for Change in Broker form.
Where to find it: Invest in MF > Transfer MF Holdings to Your ARN
Steps
- Click Invest in MF and select Transfer MF Holdings to Your ARN. The form opens as a PDF.
- Download and fill in the form with your client.
- Get it signed by the client and submit it to the RTA.
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