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Transferring your Account

A common misconception:  Having my assets at different investment firms diversifies my portfolio. 

By having your assets spread across investment firms, you are limiting your financial advisors on the information they are able to provide to you. Most of us have heard the phrase, " don't put all your eggs in one basket", but when it comes to your savings, the basket is not the investment firm, the basket is the investments themselves. By transferring your assets to Wilson Bank Investment Center, you have the ability to consolidate your assets and give your financial advisor the ability to professionally diversify in securities and products that best meet your needs. 


Simplify & diversify in one

Make it easier to keep your portfolio balanced and diversified when you consolidate with one company that offers a broad range of investment choices. Get more control and confidence too, especially when you consolidate with a company you can trust.

Get a clear, comprehensive view of your overall strategy. See right away whether you’re on track toward your goals. What’s working? What’s not? It’s all there in front of you.


Save on fees & costs

Use account transfers (also known as "asset transfers") to combine smaller accounts into one, and you could decrease your fees as your portfolio grows larger.


Save time

Recoup time—maybe your most valuable saving of all. Get back multiple hours when you don’t have to juggle multiple statements, tax reports, websites, passwords, e-mail addresses, and phone numbers.


Share better

Keep your family more informed today and prevent sending your heirs on a financial scavenger hunt.

Make it simpler for financial specialists to stay up to date too. Even professionals don't enjoy combing through paperwork. They may even charge you for doing it.