Automated transfers from brokerage firms and mutual fund companies generally occur within 5 to 7 business days. Non-automated or manual transfers from banks, annuity companies, trust companies, or brokerage and mutual fund firms can take anywhere from 10 to 45 business days or more, depending on each firm’s processes.
NOTE: Estimated completion times can vary, as the delivering firm primarily controls the time frame.
During the transfer process, assets may be unavailable for trading, liquidating or meeting your cash needs. Please talk with your investment advisor to determine the most appropriate time to transfer.