Fidelity Institutional is the custodian for RGA Investment Advisors. We send you all the paperwork needed to open accounts and transfer assets to Fidelity.
All stocks, bonds and cash will transfer directly into your Fidelity account. You may also choose to sell all securities through your current custodian, although that may be more costly than paying the low commission rates that we have negotiated for our Clients at Fidelity.
Some proprietary mutual funds and limited partnerships will not transfer. You will be notified by our operations team of non-transferable securities. Those items must be sold through your current brokerage firm before the cash value of those securities transfer.
The asset transfer process can take several weeks depending on the type of securities to be transferred and account types. For example, Individual Retirement Accounts (IRAs) take longer than personal accounts. The transfer period depends on the accuracy of the information provided and the efficiency of your current custodian.
192 Lexington Avenue, Suite 204
New York, NY 10016
ph: 646.633.4540
fax: 646.607.3873
info@rgaia.com