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Personal Investments • Questions about moving assets from Vanguard to Fidelity

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This year, Vanguard started charging a $100 inconvenience fee for closing an account. I was planning to move a small Roth IRA at Vanguard to my TRowe Roth account, but I had missed Vanguard's announcement of the new annoying fee. I asked TRowe if they would give me a small bonus for moving from Vanguard into TRowe to offset Vanguard's fee -- they declined.

Your local Fido office may offer an incentive for moving funds to Fido, even if it is not generally offered by Fido.

Statistics: Posted by RetiredCSProf — Wed Oct 23, 2024 11:13 pm — Replies 8 — Views 870



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