I just learnt today that my stock plan account from Amazon which has size able number of vested stocks needs to be converted to a brokerage account with Morgan Stanley. That will allow me to designate a beneficiary to the account. Wondering which brokerage account is best. Can one transfer from Morgan Stanley to other broker firm? L5 Last TC @amazon ~290k
Schwab has been easier for me with my RSU account at vest time than MS was.
I moved to fidelity and have added beneficiary in my fidelity brokerage account
What if we already added a beneficiary account?
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Yes, you can transfer your assets to any brokerage you’d like. Create the new brokerage account first and then begin the transfer from -that- account (or an existing brokerage you like). Morgan Stanley will likely be very very low on the list of your options. I’d recommend Schwab or Fidelity if you mainly want a self-managed and low cost platform