what do people feel about transferring entire portfolios from one brokerage to another

Amazon
bluechip1

Go to company page Amazon

bluechip1
Jun 4, 2020 6 Comments

i have all my assets with fidelity, spoke to a broker at wells fargo who is offering 0.5% point discount on the mortgage interest rate on a jumbo loan if i transfer 1 million to their brokerage. good or bad?#personalfinance #investments

comments

Want to comment? LOG IN or SIGN UP
TOP 6 Comments