What is the most logical next event?

How to transfer business investor funds
Confirm your account can be transferred.
Some investment accounts can be moved in their entirety from one investment or brokerage firm to another. This may be the simplest way to transfer business investment funds because the funds themselves are not altered or disturbed.

Pick from:
--If, for example, you want to transfer business stock, they will need to be transferred from one investment firm to another. Keep in mind that the transfer process can be complex..
--Stocks and bonds can be transferred in kind, as well as cds held in a brokerage account. However, not all kinds of accounts can be transferred this way..
--However, it can be difficult to record and transfer large amounts of business or financial data. The company you transfer the funds to at this stage may find it difficult or even impossible to process funds; therefore, it is a good idea to consider both the transaction and the move around..
--Write down all of the accounts that belong to the two mutual funds. Keep track of what accounts you do not plan to transfer..
Stocks and bonds can be transferred in kind, as well as cds held in a brokerage account. However, not all kinds of accounts can be transferred this way.