When I transfer an existing account to Financia Capital, do I need to liquidate all holdings first?
That depends. In most cases, we prefer to transfer your existing positions to your new account with Financia Capital so we can minimize the time between the liquidation of these holdings and the construction of your new portfolio. However, some securities and mutual funds are “proprietary” and are not transferable between custodians; we will ask you to contact your custodian to liquidate these prior to initiating the transfer.
