4 ms·
Alternatively, use a brokerage that's been around for decades and doesn't employ these dark patterns.
by DakotaR 4y ago
Alternatively, use a brokerage that's been around for decades and doesn't employ these dark patterns.
- abawany 4y agoI agree, though these can deteriorate too. I've been with Vanguard for a while but was astounded as to how much the site and the customer support had degraded. Kind of worried about them but not enough to take a capital gains hit likely necessary to transfer the funds.
- heavyset_go 4y agoYou don't need to liquidate and realize capital gains.
- aarbor989 4y agoYou can do an in-kind transfer to move the assets over to a new firm without having to sell first. Definitely works for cash, stocks, mutual funds, and bonds. Not sure what else you can do it for
- smaccona 4y agoYou can probably do an in-kind transfer (see [0] and the 4th FAQ at [1]) to another brokerage with no capital gains hit because you’re not actually selling the asset. [0] https://finance.yahoo.com/news/kind-transfer-134617847.html https://finance.yahoo.com/news/kind-transfer-134617847.html [1] https://investor.vanguard.com/account-transfer/other-transfer-questions https://investor.vanguard.com/account-transfer/other-transfe...