Before getting started, we recommend reading this help article to learn more about company stock transfers. Once completed, feel free to follow the instructions below:
- To initiate your transfer, please set up your transfer online. You'll want to log into your Mercer Invest Wise account and select, "Add or Transfer an Account". Friendly reminder that you’ll want to move the funds to the correct investment account in order to ensure your tax situation is not affected.
- Download your Personalized Statement from AST Trust Company
- Fill in the details of your transfer and upload the account statement. Please note that your account number will be the Reference Number on your Personalized Statement
- Review and submit your transfer request
Once the request is submitted, our team will take it from there! Please note that it is completely normal if the shares have left your existing investment account, and they've yet to show up in your Mercer Invest Wise account. This is because transfers from AST Trust Company can take 2-5 business days to complete.
If anything further is needed from you, we'll be in touch via email. Otherwise, we'll let you know when your transfer has completed! If you have specific questions about your transfer, or you’re having troubles setting up your transfer online, please create a request and our Relationship Management team can assist.