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Top Question:
What do I need to transfer an account to AWM?
Best Answer:

To transfer an Investment, Trust or IMG account, current Arvest Wealth Management customers should provide the most current statement (no older than 90 days) to their AWM Advisor.  In most cases, accounts will need to be titled the same in order to transfer.

 

To learn more about services offered by Arvest Wealth Management or connect with an AWM Advisor, please contact an Investment or Trust Advisor in your area.

 

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