Quote:
Originally Posted by DAVES
"Move your account immediately," it may not be that simple. First of all you need to have an account with another brokerage. Secondly, to avoid tax consequences the other brokerage would need to transfer it, whatever it is, in kind And do it with no fees. Since there is a bit of work and no profit in doing it, it may be difficult.
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yep, that's true. Fidelity did all that for me and gave me a cash bonus on top of it for transferring my funds to them. Then I could decide if I wanted them to do fee only asset management or do it myself. I chose to do it myself but I still have access to someone there for advice.