I barely follow what you wrote there. If I have multiple accounts (say, taxable and IRA) and want to move the IRA to Fidelity, say. Is there a fee if I have Fidelity pull it via ACATS if the assets remaining at VG are > $1M but M $5M?VG said in instant message to me a few days ago before the chat window threw an error, and auto closed the chat while CS was asking if I'm still here? (no fee was incured ), "No account closure fee if you close your account yourself online (not ACATS),
and If you have less than $1,000,000 it's considered low balance, but won't auto close account."
That means there is a fee for partial or full ACATS. I am very curious to read about the demographics on VG customers, if they disclosed it directly, and how they compare to other brokers. I did skim through all the complaints on broker check on the big 3 plus RH, very interesting.
Statistics: Posted by jebmke — Sun May 05, 2024 8:00 am — Replies 75 — Views 6896