05-14-2015, 02:52 PM
Isn't it possible to transfer assets without a sale? I did that with my IRA in the past.
Should just be able to do a share transfer from one broker to another without any sales. Just make sure to track your basis or make sure your new broker has all of that info to do it for you.
Should just be able to do a share transfer from one broker to another without any sales. Just make sure to track your basis or make sure your new broker has all of that info to do it for you.