Can I transfer my existing investments to IGM Financial?

Asked 2 years ago
Transferring existing investments to IGM Financial is certainly a possibility, as many investment firms allow for the transfer of assets from one financial institution to another. However, the specific process and requirements can vary depending on the type of investments you hold and the policies of IGM Financial. Typically, this process involves filling out a transfer form, which includes the details of the accounts you wish to transfer. It is also essential to check if there are any fees associated with the transfer or if there are any account minimums that need to be met. Investors should also consider whether their current investments align with IGM Financial's offerings and investment philosophy. It is advisable for individuals to review their current investment strategy to ensure it meets their financial goals. For the most accurate and detailed information on procedures and requirements, it may be beneficial to visit the current web page of IGM Financial or check for any updated contact information if one needs assistance.
Jeff Whelpley is the editor / author responsible for this content.
Answered Sep 5, 2025

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