Can I transfer my existing investments to a Legg Mason account?

Asked 2 years ago
Yes, it is generally possible to transfer existing investments to a Legg Mason account. This process usually involves what is known as an account transfer or an asset transfer. To initiate such a transfer, one typically needs to gather relevant account information from both the current provider and Legg Mason. The process can vary depending on the specific types of investments involved, such as mutual funds, stocks, or other securities. Legg Mason likely has specific forms and procedures in place to facilitate the transfer. It is also important to consider any potential tax implications or fees associated with the transfer. For detailed guidance, it may be beneficial to look at the resources available on their website or consult with a qualified financial advisor who can assist in navigating the procedure.
Christian Allen is the editor / author responsible for this content.
Answered Aug 6, 2025

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