{ "media_type": "text", "post_content": "Just accepted a new role & was told I need to transfer any brokerage accounts to the new institution. I have an account with Robinhood that has insignificant funds. By when should I sell my stocks or transfer them to the new institution? What did you do in this scenario ?", "post_id": "610741577bcc5200242a3ffc", "reply_count": 6, "vote_count": 1, "bowl_id": "553769a790f5eebe1d2a0f92", "bowl_name": "Finance" }

Just accepted a new role & was told I need to transfer any brokerage accounts to the new institution. I have an account with Robinhood that has insignificant funds. By when should I sell my stocks or transfer them to the new institution? What did you do in this scenario ?

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There’s a fee associated w moving them out of Robinhood and to a new broker (like $60 I think I recall?). It’s easy to make the transfer to a new broker and my company agreed to cover the fee to do it. Worth asking

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Ask compliance

No need to liquidate. You can directly transfer shares with a small fee

Sorry mate. Not sure about the timing regulation. But given that you don’t need to liquidate, meaning no PnL realization, why wait? You can literally put in the request to transfer away from Robinhood now.

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