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May I transfer my existing securities portfolio to my QuietGrowth account?
Please contact us if you intend to transfer your existing portfolio of securities to QuietGrowth. We are happy to work with you as you go ahead with this process.
We accept the transfer-in of only those ETFs and other securities that are in the list of securities used in constructing the QuietGrowth portfolios. We would not accept the transfer-in of mutual funds, bonds and/or equity holdings that are not in the list of securities used in constructing the QuietGrowth portfolios.