Our goal is to make the process as easy as possible for you. Once you decide to work with D&Y, we prepare the paperwork needed to transfer your accounts. We meet with you to walk you through the documents before you sign them. Then, when you’re ready, we contact your existing firm to notify them of the transfer.
Many clients choose to personally notify their existing advisor as well. You can simply say, “I’ve decided to make a change. My new firm, Dowling & Yahnke Wealth Advisors, will reach out to you about the process.” Other clients prefer not to contact their existing advisor. Either way, D&Y handles all the details of transferring your accounts.