Talk of The Villages Florida - View Single Post - Help Lack of Follow Through MICHAEL WHITAKER & ASSOCIATES, LLC
View Single Post
 
Old 11-06-2021, 11:45 PM
valuemkt valuemkt is offline
Veteran member
Join Date: Oct 2007
Location: The Villages - Formerly Atlanta Endicott and Syracuse NY
Posts: 697
Thanks: 49
Thanked 666 Times in 216 Posts
Default

The days of having to call someone to execute a stock sale are long gone. Just the fact that the named company requires you to do that is a bad sign.. Or perhaps the OP doesnt want or can't use technology to execute the sale ? People still think the word fiduciary means something.. It's a necessary but not sufficient designation. Regarding transferring accounts and holdings "in-kind", I'll put in another thumbs up with Fidelity. A few years ago I was trying to transfer what was a self-directed IRA in Equity Trust. Equity gave me nothing but trouble, and I tried both Merrill and Fidelity to help. I had other IRAs in both institutions. Merrill was useless. Fidelity assigned someone to help, and in spite of Equity's stonewalling, they got it done. And I agree that it is very easy to talk with a human there that actually follows up.