Once you’ve chosen to move your investment management and financial planning to Vital Investment Management we will prepare the forms to get the transfer started. To make the transition as seamless and easy as possible for you Vital Investment Management is using Charles Schwab as its custodian. Your Schwab account numbers and Schwab MoneyLinks will all remain the same. You’ll just need to sign a new Limited Power of Attorney (LPOA) form to transfer the investment management over to Vital Investment Management and sign a MoneyLink form that allows Vital Investment Management to continue to move money for you just as we have in the past. Any IRA accounts that have distributions will need a signed IRA Distribution Form as well.
Once the forms are signed (electronically or hard copy) we will submit them to Schwab and transfer your accounts’ management over to Vital Investment Management.
To ensure you’re fully informed and to answer any questions you have please schedule a follow-up meeting with Dave over the next three months. You can do so online by clicking the ‘Schedule a Meeting’ link at the top of this page, or by contacting Dave at 970-412-0324 or Eads@VIMadvisor.com