You'll need like name and compatible account types? You can move securities within Fidelity for your same ownership.
Hi potatogun. I finally got around to purchasing into FRSXX in DW's Wells Trade account. I am just about to complete the TOA on the Fido side to move it from WT, however had some questions.That’s good to know potatogun. If I need to add extra to my transfer to meet balance requirements, I’ll use SGOV, but thx for sharing about the FRSXX which is another option
If I am planning on repeating this as I'd like FRSXX in five of our many Fido accounts, what's the best and quickest way to go about that? I had originally planned that I'd have to go through this song-and-dance of purchasing FRSXX and transferring it five times. Surely this is a more efficient way. The TOA about to be put in would transfer FRSXX into DW's individual CMA.
I was intending of putting FRSXX into these accounts:
1 individual brokerage (mine)
1 individual CMA (for DW)
2 trust CMA
1 trust brokerage
Statistics: Posted by potatogun — Wed Dec 04, 2024 9:28 am — Replies 9416 — Views 1744497