To update the Lead Advisor for a household, please download, fill out, and send the Household Transfer Request document to support@asset-map.com. After we receive a valid request, you can expect a response within one business day. Please note that fees may apply, and our support team will contact you if necessary.
The required information is as follows:
Former Lead Advisor email address
New Lead advisor email address
List of households with exact household names (if it is not a book of business transfer)
Branch manager signature
Tags: index, lead, advisor, transfer, swap, change, household, asset-map, old, left, company, planner, advisor, company, leaving
9/2025