It isn’t hard to xfer from Jones. But I have never xfered from them to a mutual fund company directly. I am pretty sure you don’t need a medallion signature from Jones,(Does Oppenheimer require it?)

I look forward to getting input from someone who can take time to make the extra 5 keystrokes instead of typing ‘xfer’.

Hey folks, especially those of you who have recently transferred a book from Jones-

I have a new client who is transferring his IRA account from EdJones IRA to an Oppenheimer IRA with myself as the new broker of record.  If you happen to know -

1.)  Will Jones require that the transfer form have a medallion signature guarantee?

2.)  Will Jones accept a faxed copy of the transfer form or will they require the original.

Another reason to set up your IRA’s direct to fund while at Jones…IF you plan to eventually go independent.  If you plan on staying you better put them in a Jones brokerage account to get the annual fee credit on your P&L.

[quote=HymanRoth]Hey folks, especially those of you who have recently transferred a book from Jones-

I have a new client who is transferring his IRA account from EdJones IRA to an Oppenheimer IRA with myself as the new broker of record.  If you happen to know -

1.)  Will Jones require that the transfer form have a medallion signature guarantee?

2.)  Will Jones accept a faxed copy of the transfer form or will they require the original.