NOTICE – StoneX Updated Mutual Fund ACAT
Updates to the Mutual Fund Section of the ACAT Form Please be aware of some small changes to the Mutual Fund Section of the ACAT Form. The client will now have the ability to request a Mutual Fund Transfer In-Kind (assets must be listed), Full Liquidate or Partial Liquidate. This is ONLY for Mutual Fund Direct Transfer. Please note that this new form will be available on our website and StoneX Advisor (formerly Vulcan Pro) on Monday. Click HERE to view the notice Click HERE to view the ACAT Account Transfer Form Trust Advisory Group, Ltd. & AGES Financial Services, Ltd. | 444 Washington Street, Suite 407, Woburn, MA 01801 Unsubscribe [email protected] Update Profile | Constant Contact Data Notice Sent by [email protected] powered by Try email marketing for free today!