First, be sure to ask your current providers about potential consequences, including taxes, penalties, charges or specific fees for liquidating or transferring your assets. Look for an investment company that: When you work with a single firm, it can be easier to understand how the company operates and how they manage your money.
Make sure you're confident with their long-term track record, customer service and commitment to investors.
Consolidation puts you in a better position to take action because you can see what’s working and what’s not.
Consolidating can help reduce your paperwork (and email, if you prefer paperless statements) and simplify recordkeeping.
When you take out a loan or refinance, we cover the cost of a child’s education in the developing world.
Additionally, our brokerage services can make consolidating assets from other companies simple by having all of your investments in one place.
This information is for educational purposes only and is not intended as a personalized recommendation or fiduciary advice.
There are different options available for your retirement plan investments.
And, if you move your investments to one company you only have one place to go for questions or concerns.
, you can build a well-rounded portfolio from more than 80 no-load mutual funds across a variety of investment strategies.