Should I liquidate my current accounts prior to transfer?

No. Please DO NOT do this.  And you will likely be charged fees by your former custodian for doing so.  In addition, there may be significant tax implications of doing this as well. Your Ankerstar Wealth advisors prefer that you transfer your current accounts as they are.  We will analyze your current portfolio using our cutting edge software and make appropriate adjustments to your portfolio based on this analysis.