I have 2 529 plans, one for each of my kids. How do I go about transfering those 529s from Victory Capital to Edward Jones? I'm currently living in Japan and really don't want to make an international call in the middle of the night to get this done. Help would be appreciated.
Hello there, I have forwarded your post and account to this area for assistance. While I can't provide a specific time for being contacted we appreciate your patience while waiting for a response from this area. ~Sarah
I would think you could set up the accounts at Edward Jones and then request them to transfer the funds from Victory. Accounts are set up like this all of the time. You could probably set up the Edward Jones accounts online.