Transfer of Accounts

In order to complete the process of funding your new account with assets currently held elsewhere, a Transfer of Accounts form is needed. This transfer form needs a recent statement attached to it. You can upload this statement(s) and sign below and we will use it to fill out your ToA form for your approval.
  • Please upload your recent (within 2-3 months) account statements. If you are opening more than one account with The Sullivan Group, please upload each statement.
    Drop files here or
    Accepted file types: jpg, gif, png, pdf.
  • We will use this signature as your authorization to transfer your assets from your old account to your new.