Can I transfer my existing investments to Raymond James?

Yes, it is possible to transfer existing investments to Raymond James. Individuals typically use a process known as an asset transfer or account transfer, which allows them to move their current investments from one brokerage firm to Raymond James without liquidating their holdings. This process usually involves submitting a transfer request form to Raymond James, along with relevant account information from the current financial institution. It is essential to ensure that the accounts being transferred comply with Raymond James' policies and procedures. The time it takes to complete the transfer can vary depending on the institutions involved. For further details on the specific steps involved in transferring investments, individuals are encouraged to visit the official Raymond James website. There, they can obtain accurate and up-to-date information, including forms and customer service contact details.