Transition Progress – Your Investments Are in Good Hands
Important Update
Your Investments Are in Good Hands
We’re Working Behind the Scenes to Ensure a Smooth Transition
Your assets are secure, and we are actively transferring them to iA Private Wealth.
Stay updated on the progress here.
Transition Status Update
What This Means for You
- Your investments remain secure.
- We are actively working with iA Private Wealth to complete the transition.
- Expect minimal disruption—your financial plan remains intact.
- If you have any questions, we are here to assist you.
Frequently Asked Questions (FAQ)
- Why was I assigned a different advisor? br>
Carte assigned a temporary advisor to oversee your accounts temporarily while the transition is finalized.
- How long will the transfer take? br>
The process typically takes 4–8 weeks, depending on the complexity of your portfolio.
Next Steps
Stay Updated – We’ll post regular updates here.
Contact Us: If you have questions – email or call +1(365)-656-3355.
Set Up Your iA Private Wealth Account – Instructions will be sent once transfers are complete.