Is their an advantage to moving your investment if you have an FI. That is moving it from an external brokerage to the FI , bank you work at.

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Some of the FI's way certain fees on the brokerage accounts for employees so that can be an advantage but you need to do a comparison to see if there really is a benefit. Also some banks like TD only allow you to transfer shares from the Employee Share Ownership plan to a TD brokerage account otherwise they will sell the shares and transfer it as cash to the non TD brokerage account which can have tax implications.

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Thanks a lot for your insight

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