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Private Wealth Management in Austin, TX

Resonance Financial

(512) 456-7554

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If I move my accounts here, do I have to sell my investments first?

Posted on: 09.05.14

Certainly not!  Individual stocks, individual bonds, and exchange traded funds can move over in kind.  You’ll keep your same cost bases, so there will be no impact on taxes.  Our custodian supports thousands of mutual funds, but there may be some cases where your previous manager used proprietary funds or other funds that cannot transfer.  In that case, they may need to be sold.  We’ll do a full assessment of the transfer before you begin working with us so that you will know exactly what is needed and can decide how you want to proceed.

 

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