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Transferring investmets


clockies

Question

I am leaving TD before III takes over but I have two account numbers with them does anyone know if I can use both account numbers on the transfer form or if I  have to do a fresh form for each one? III/ TD said they would accept a request from a form with both numbers.

 

I have been trying to contact IG for over a week regarding this and they have been unresponsive so I am trying my luck here, are they usually this bad with customer service? It is making me think twice about moving to IG I might go somewhere else instead. 

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Hi  and sorry for the late response to your query. I have had a word with your account manager who will be assisting in this transfer and she'll be calling you at some point today to clarify what is needed. I believe she has tried to call you a number of times since you submitted the request, but i'll ask her to drop you a line in writing if you would prefer? Alternatively you can call us at any time convenient to you on 0800 195 3100

 

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