If you have been investing for many years, you may have assets that are spread across many different financial institutions. Whether you hold mutual funds, individual stocks or bonds, consolidating your assets into a single account can help simplify your financial life.

Benefits of Consolidating Accounts
  • Streamline your investments
  • Simplify your money management
  • Identify and reduce overlap in your portfolio
  • Eliminate potential fees associated with maintaining multiple accounts*


  • * Service is provided in cooperation with a partner; for further details please note legal notice and disclaimer.