Can I transfer my investments from another company to MFS Investment Management?

Asked 2 years ago
Yes, it is possible to transfer investments from another company to MFS Investment Management. This process is commonly referred to as an investment transfer or fund transfer. Typically, investors initiate this transfer by contacting MFS to learn about the specific requirements and procedures involved. MFS provides guidance on how to complete the transfer forms and what documentation may be needed to facilitate the process. It is important for investors to be aware that there may be implications such as tax consequences or fees associated with transferring funds from one company to another. Therefore, it is advisable to conduct thorough research or consult a financial advisor before making a decision. Moreover, investors should carefully review the investment options available through MFS, considering factors such as performance history, fees, and investment strategies that align with their financial goals. For the most accurate and up-to-date information regarding the transfer process, individuals may want to visit MFS's official website, where they can find further details and relevant contact information.
Jeff Whelpley is the editor / author responsible for this content.
Answered Jul 31, 2025

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