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Can I transfer my investments from another firm to Alger?

Asked 3 months ago
Yes, it is possible to transfer your investments from another firm to Alger Funds. The process typically involves initiating a transfer request with the firm where your investments are currently held. This often requires filling out a transfer form that includes your account details and the types of investments you wish to transfer. Once this request is submitted, the current firm will coordinate with Alger Funds to facilitate the transfer. Alger Funds has specific procedures and requirements for receiving transferred assets, so it is essential to ensure that your investments align with what Alger offers. Generally, the timeline for completing such transfers can vary, so it is advisable to remain patient as the process unfolds. For the most accurate and detailed guidance, including any forms or specific steps you need to take, it can be helpful to check the current webpage of Alger Funds. They provide useful information that may assist you throughout the transfer process.
Answered Sep 5th 2025

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