If you are the administrator or successor of a deceased client’s estate, please contacts us with a copy of the official death certificate. We are here to assist you through the process of settling and closing the account.
Once we receive the death certificate, the process is as follows:
Document Review: We will carefully review the provided documentation to verify your authority over the estate.
Portfolio Liquidation: Once the documentation is approved, all open positions in the deceased's account will be closed. The invested money will be fully liquidated and ready for transfer.
Transfer of Funds: The proceeds from the liquidated portfolio will be combined with any available funds in the account. This total balance will then be transferred directly to the verified administrator or successor.
Account Deactivation: After the funds have been successfully disbursed, the account will be permanently deactivated.
📄 Note
During our review, we may require additional details and documents.