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  "headline": "How Margin and Options Accounts Complicate Advisor Transitions",
  "description": "A plain-English explanation of what advisors should review before moving margin accounts, options-approved accounts, and other credit-sensitive relationships.",
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  "author": {
    "@type": "Person",
    "name": "Curtis Kloc",
    "jobTitle": "Owner",
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      "name": "Continuity"
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    "name": "Continuity",
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  "datePublished": "2026-05-28",
  "dateModified": "2026-05-28",
  "articleSection": [
    "Advisor Transitions",
    "Margin and Options",
    "Operational Transition Execution"
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  "url": "https://gocontinuity.com/margin-options-accounts-advisor-transitions/"
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