Advisor Help Center
Helping you provide your clients with great financial advice
Top questions from advisors
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Transactions
Timelines on moving money in your clients' accounts.
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Advisor transfer guide
We’ll break down different transfer scenarios and how to start.
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Custom portfolios
Build your own custom model portfolios of ETFs
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Tax forms and filing
Which forms your clients will receive and when they're delivered
Funds and portfolios
Investments available in client accounts
Transfers
Moving money in, out, and between accounts
Account Types
Legal account configurations available
Retirement
Managing rollovers and distributions
Taxes
Tax features and filing details