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Can I transfer funds from another investment account to Oppenheimer Funds?

Asked 2 years ago
Yes, it is possible to transfer funds from another investment account to Oppenheimer Funds. The process is typically known as an account transfer or a rollover, depending on the nature of the accounts involved. To initiate a transfer, one generally needs to fill out a transfer request form, which can usually be found on the Oppenheimer Funds website. This form allows you to request the transfer of assets from your existing investment account to an Oppenheimer Funds account. It is important to ensure that you provide all required information accurately to avoid delays. Additionally, each financial institution may have its own specific procedures and timelines for processing transfers. For precise details, including forms and additional guidance, it is advisable to visit the current Oppenheimer Funds website to access the necessary resources.
Answered Jul 23rd 2025

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