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Personal Finance (Not Investing) • Moving assets to Fidelity. Any issues with cost basis?

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I had no issues moving a substantial amount from Vanguard to Fidelity - Just one account; a taxable brokerage account

- I did download my cost basis from Vanguard before i did the transfer for backup if I needed it
- I believe IIRC that the cost basis showed up a day or two after the assets showed up at Fidelity

Statistics: Posted by life in slices — Mon Sep 29, 2025 3:59 pm — Replies 11 — Views 650



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