Transfer Assets

To transfer assets to Integral Financial from another firm, first open a compatiable Integral Financial account

Not sure what to do?

You can always call 408-996-1118.

The information below can help you decided if consolidating your assets to Integral Financial may be best for you or call 408-996-1118 to speak with us today!

Advantage to Rollover
  • Your investments will remain tax-deferred until you withdraw them.
  • You will be able to select a wide range of investment choices, including stocks, options, bonds, CDs and more.
  • You have the option to convert to a Roth IRA.

Please see important information on rollovers here!

Refer a Friend!

If you are satisfied with our products and services, refer your friends and family to us. We want to have the opportunity to achieve their financial goals with our tailored investment solution.

Tell us the names and email address of the people you’d like to refer, and write them a personal message.


We will contact them personally with a financial plan that tailor to their needs.  No string attached.