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Account Transfers

Atlantic Financial can consolidate over 18,000 different mutual funds onto one statement. All your holdings will appear on one convenient statement. You will receive objective advice and information on request about any investment decisions. All of Atlantic Financial's services, discount commissions and investment options will become available to you.

Account Transfer Application

  1. Download an Account Transfer Application (PDF Document)

  2. Fill in the requested information.

  3. Print the the Account Transfer Application.

  4. Attach a copy of your current statement to the Account Transfer Application.

  5. Mail the Account Transfer Application and your statement to Atlantic Financial.

    Mail Application To:    Atlantic Financial Inc.
                                  167 Washington Street
                                  Norwell, MA 02061

Broker of Record Service

What Is It?

Our 'broker of record' service allows you to consolidate your mutual fund holdings on one statement and receive objective monitoring at no charge. Atlantic Financial will serve as a buffer between you and your fund company. Unlike working directly with a fund company, our advice is objective. Next time you are considering a mutual fund purchase, contact Atlantic Financial.

The Benefits

Atlantic Financial can help you select a mutual fund, evaluate your current funds, consolidate all of your funds on one statement in a single account and carry out your transactions for you in over 18,000 mutual funds. We do the 'legwork' for you in monitoring and selecting investments with state of the art in top quality service, financial planning and customer satisfaction.

How Do I Do It?

To have us listed as 'broker of record' for your account is a very simple process consisting of us informing the fund company you work with that we will be working with you. To be listed or to have us answer any questions you may have, please call 1-800-559-2900, , or fax your statements to the attention of Transfers at 1-781-982-4912 (please include your name and phone number on the fax).

Contact Atlantic Financial

Atlantic Financial is happy to answer questions about mutual funds, stocks, IRA's, municipal bonds, 401k's, money management, general investing and any of our programs. Contact us today by calling 1-800-559-2900, (please be sure to include your name and phone number in your email) or use this form to contact us:

 

Financial Planning and Investment Services

Atlantic Financial has been serving clients since 1994.  Atlantic Financial enjoys a solid reputation for service, selection and value. We can review your wealth management plan, assist with your or 401k / IRA Rollover and assist you with global wealth management.

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Copyright © 1994-2008 Atlantic Financial, Inc.

Securities offered through Cantella & Co. Inc. Member FINRA/SIPC.

Copyright © 1994-2008 Atlantic Financial Inc (Privacy Policy)
 
 Atlantic Financial Inc. serves as a branch office of Cantella & Co. Inc. also known as an Office of Supervisory Jurisdiction all references to firm capabilities and securities offerings should be considered under the offering of Cantella & Co. Inc. as the broker dealer for Atlantic Financial Inc.

Mutual Funds are sold by Prospectus only. Please carefully consider investment objectives, risks, charges, and expenses before investing. Please request a Mutual Fund Prospectus and read it carefully before investing.