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Transfer of Assets (TOA)
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Transferring my entire portfolio from Vanguard to Fidelity. Tired of paying $1 per option contract and dealing with Vanguards awful platform.
Does anyone have any advice on dealing with this transfer? Iโve been told itโs seamless and accurate.
Does Fidelity take care of the transfer fees? Is the cost basis information transferred as well? Was it accurate?
Happy Holidays
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