Personal Investments • Portfolio and Start of Three Fund Portfolio

I'm guessing all the "Six Circles" stuff is proprietary to Chase (text is dark red), so will have to be sold-to-cash before you initiate an ACATS transfer from Chase to your chosen new brokerage (e.g., Van, Fido, or Schwab)

I looked into it and Six Circles is a third party investor management that is handling 58% of my investments for Chase, so this would be a proprietary fund(s) of theirs. As you stated, this would incur a taxation because it would have to be sold. These types of funds can't be transferred internally to a more tax friendly fund before external transfer? Sorry for the naive question.

Statistics: Posted by Enochrome — Fri Sep 12, 2025 12:00 pm — Replies 6 — Views 874

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