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Move Model to Model in Seconds!
The Freedom Advisors platform uses your password as your signature! No LOI signing, no submitting spreadsheets. Go to the account, click on Service, click on Change Managed Investment, and enter the change. It is super simple and fast and gets processed exactly how you instruct and quickly. In the checklist bottom left on the screen in Freedom Advisors click on the tour "Move Model(s) to Model(s)" and it will guide you step-by-step through your first time changing models.
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