Move accounts over
Moving accounts from a 401(k) or another firm usually takes two to three weeks.
Where your money is held
Your accounts stay in your own name.
Advice should be clear about where your money sits, who can move it, and how you can keep an eye on it.
Held at Calderwick Trust Company
Your accounts stay in your own name at Calderwick Trust Company, an independent custodian. We can place trades and, with your written permission, deduct our quarterly fee.
We cannot withdraw money to ourselves or send it to anyone but you. Calderwick sends your statements to you directly, and you can log in and see your accounts any time without going through us.
Joanne handles the paperwork
Joanne coordinates the forms, follows up on the transfer, and answers the phone when you call.
You retain visibility
Your custodian statements and online access come to you directly, throughout the relationship.
A clear first step
Bring your questions to a first call.
There is no charge for it.