Some Fidelity reps told me that any activity on an account can cause an ACATS partial transfer to be rejected, even if the activity is not on the assets being transferred out. It doesn't make sense to me that an account would need to cease all activity for a partial transfer. What are your experiences?
Statistics: Posted by ufLL — Thu Sep 04, 2025 10:11 am — Replies 8911 — Views 1421286