I recently moved some investments from disparate financial management companies into a single entity. I was pretty shocked how just a recent statement and a fe

I recently moved some investments from disparate financial management companies into a single entity. I was pretty shocked how just a recent statement and a few forms (that anyone could have filled out) seemed to be all it took to get the job done. Large amounts of investments moved ... no phone or email confirmations. It just happened. Everything is there, but the ease of the process has been a little unsettling.