How do I Transfer my Old Accounts to Ethical Capital?

Complete guide to transferring existing retirement and investment accounts to Ethical Capital.

We guide you through the complete transfer process from your existing accounts with minimal effort required from you.

Supported Account Types

• 401(k) and 403(b) plans
• Traditional and Roth IRAs
• Rollover IRAs
• Taxable investment accounts
• Trust and estate accounts

Transfer Process

1. Initial Consultation: We assess your current accounts and create a transfer plan
2. Paperwork Preparation: We prepare all necessary transfer forms
3. Account Setup: New Ethical Capital accounts are established
4. Transfer Initiation: Forms are submitted to your current custodian
5. Monitoring: We track progress and communicate with all parties
6. Completion: Assets are transferred and invested according to your strategy

Timeline & Expectations

• Most transfers complete within 2-3 weeks
• Some complex accounts may take 4-6 weeks
• We handle all communication with your previous custodian
• Minimal paperwork required from you

Important Considerations

• In-kind transfers preserve your tax status
• Cash transfers avoid temporary market exposure
• Timing coordination to minimize tax implications
• Full service support throughout the entire process