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Can I transfer my holding(s) out to my brokerage account?
Can I transfer my holding(s) out to my brokerage account?

Off-market transfer information from PMA to brokerage account

Daisy Causer avatar
Written by Daisy Causer
Updated over a year ago

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Yes, you can complete a broker to broker transfer or an Off Market Transfer. Please contact us to obtain the correct form. Transferring one holding out will void the portfolio. This means the existing holdings in that portfolio will be liquidated and the funds returned to you. This will close the account.

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