Can I transfer my existing investments to First Eagle Funds?

Asked 2 years ago
Transferring existing investments to First Eagle Funds is a process that typically involves several steps. First, it is important to check if the investments you wish to transfer are eligible to be moved into First Eagle Funds. Generally, eligible accounts include brokerage accounts, retirement accounts, and other types of investment accounts. Once eligibility is confirmed, investors will usually need to fill out a transfer request form, which can often be obtained from the First Eagle Funds website. This form will require details about both the existing investment account and the new account with First Eagle Funds. After the form is submitted and processed, the funds from the existing investment account will be liquidated and transferred to the new account based on the terms and conditions outlined by both investment companies. It might also be helpful to review any potential tax implications associated with liquidating investments, as transferring from one fund to another can sometimes lead to taxable events. For the most accurate guidance specific to your situation, investors are encouraged to visit the current First Eagle Funds website for more specific details or information on how to proceed.
Jeff Whelpley is the editor / author responsible for this content.
Answered Aug 21, 2025

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