Direct answer
Your advisor will initiate an ACAT transfer on your behalf. Most transfers complete within 5–7 business days, and you don't need to sell your holdings — they transfer in kind in most cases.
Your advisor will initiate an ACAT (Automated Customer Account Transfer) on your behalf. Most transfers complete within 5–7 business days. You don't need to sell your holdings — they transfer in kind in most cases.
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