I have an Asset Movement for my client, why can’t I process a distribution ?

Zach Gould2024-09-16T16:01:46-04:00September 16, 2024|

Can I process a distribution for my client?

Zach Gould2024-09-16T16:01:46-04:00September 16, 2024|

Zach Gould2024-09-16T16:01:46-04:00September 16, 2024|

Zach Gould2024-09-16T16:01:46-04:00September 16, 2024|

Zach Gould2024-09-16T16:01:46-04:00September 16, 2024|

Advisors cannot process One-time Distributions. An Asset Movement allows the advisor to sign a One-time distribution on behalf of the client only.

You can process distributions for non-retirement accounts only. This can be done in Wealthscape – Integrated Cashiering Platform .

Yes, you will need to complete and submit the Transfer on Death Registration and Beneficiary Designation Form .

All paperwork and inquiries should be directed to operations@garepple.com

Yes, It is for All Direct & National Financial Services.

G.A. Repple exists to provide the best options, financial products, and customer service to you.