Did you transfer stocks from 1 provider to another ? If so which one?
Feb 9, 2021
3 Comments
My previous employer’s stocks are in Morgan Stanley. I also have old IRA and 401k’s in fidelity and Empowerment etc. can I transfer them all to Ameritrade (for no fees) ? It should not cause any stock sales or tax events. I want to consolidate all stocks, 401k, IRA into 1 account with lowest annual and transaction fees.
comments
There can be small fees (50$ ish) for transferring but you can negotiate with the new brokerage that you want them to refund you all the fees on both ends. They will happily do it.