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Will I have to pay a fee if I move my investments to WealthBar?

While most other institutions do charge a transfer fee, WealthBar will gladly refund this fee for transfers over $25k, up to a maximum refund of $150. Simply provide us a statement from your previous institution showing the fee you were charged and we will refund you. However, we are unable to refund fees incurred by DSC charges on mutual funds. Feel free to ask your WealthBar advisor if you're unsure about transfer fees.

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