I would suggest first looking at the funds, see which can actually be transferred - We did not with Edward Jones, and they had to be sold and it took forever to get the money transferred to Fidelity. I would sell those first, then have your new company initiate the transfer. Be sure to print out or download, all statements, etc. Edward Jones locked me out as soon as they were contacted by Fidelity.
Statistics: Posted by Lalamimi — Fri Mar 22, 2024 10:33 am — Replies 3 — Views 113