$150 is above their $100 fee point, so they are unlikely to do anything.This is a good tip. Could you explain why leaving $150 in cash? Is it the minimum amount required to get the tax document?ACATS will do partial transfers. You specify which items and how much. ACATS all except $150 in cash. Wait until April 2025, after you get all the tax documents for 2024, then transfer $140 to your bank, then a month later to right after interest is credited, transfer the last $10. Not guaranteed to work, but often does.
I had a WF Brokerage account with just $10 in it for a year just to maintain the history. It was an Estate Account.
Statistics: Posted by RetiredAL — Fri Jul 12, 2024 3:11 am — Replies 10 — Views 621