Transferring Custodians: How To
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      2. Transferring Custodians: How To

      Transferring Funds From E*TRADE

      To request the status of your transfer request from E*TRADE, please follow the steps below:

      • Dial: (866) 902-1596
      • Request the status for your "non-ACAT" transfer
      • Provide personal information and account number if needed