I’m hoping to consolidate some of my investments by moving things from TD Ameritrade to Fidelity. Does anyone have any watch outs or concerns about transferring the assets? Not trying to sell anything, and found this form online that I think does it all for you?

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Call, tell them you’re thinking of moving, tell them a competitor is offering you money to transfer to them. I got fidelity to match a Schwab promotion I saw advertised and they gave me a $1200 bonus to roll over to them.


Didn't know they even offered bonuses on this sort of thing! Where you transfering a large amount?

What sort of funds? If it's 401k or IRA I believe you need to initiate a roll over or request a transfer. Don't just pull the money. I'm pretty sure there is an official process that needs to be followed/documented. And there's a time frame by which the funds must be redeposited as to avoid getting count d as a withdrawal and getting taxed. If you're talking about brokerage account funds, not sure how that works.

If it’s retirement funds, try to do the direct transfer. If they send you a check, make sure it’s made out to the target institution. This is sometimes better when you need to set up a new fund with the target company. If not retirement funds, it’s a sale and transfer of assets, which will require paying taxes on gains.

^Above information by the way to all has proven to be false. I’ve called both fidelity and td ameritrade and they have refuted this statement

If you are transferring retirement funds, fidelity would have incoming rollover form, which needs to be completed electronically and the funds should directly roll in few days. I moved my Roth from TD to vanguard.

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