Yes, as long as it's allowed by the delivering firm, you may transfer assets in-kind to XYIS. You may then choose whether to keep each holding or sell to invest in the model portfolio.
Can I transfer assets in-kind?
Yes, as long as it's allowed by the delivering firm, you may transfer assets in-kind to XYIS. You may then choose whether to keep each holding or sell to invest in the model portfolio.
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