To change the Lead Advisor on a household please download, complete, and submit the Household Transfer Request document below to support@asset-map.com. Once a valid request is received, please expect one business day turn-around time. Fees may be applicable. Support will reach out if needed.

Tags: index, lead, advisor, transfer, swap, change, household, asset-map, old, left, company, planner, advisor, company, leaving

10/2024