In a few days you will receive an initial package containing documentation requesting information that will enable us to open and transfer your account(s) to Wells Fargo Advisors. To help make this process as easy as possible for you, we have provided links to the three documents you will receive below, along with a brief description of each.
Please feel free to contact us so that we can personally walk you through the process of filling out these forms and answer any questions you may have.