General Discussion

still_one

(98,883 posts)

7. Some are not in a position to do that, however, you can transfer assets in whole, without selling

Fri Oct 19, 2012, 07:50 PM

Oct 2012

Them, and there should be no costs, as long as it is whith like accounts

Ira to Ira
Brokerage account to brokerage account
Etc.

However, if you are in a 401k plan just leave it there for now

I am just saying what I feel, everyone's situation is different

Edit history

Please sign in to view edit histories.

Recommendations

0 members have recommended this reply (displayed in chronological order):

82 replies

= new reply since forum marked as read

Highlight:

So Charles schwab is trying to scare seniors to vote for Romney. Here is what I will do. [View all] still_one Oct 2012 OP

Good to know. The Velveteen Ocelot Oct 2012 #1

good for you dembotoz Oct 2012 #2

be sure to tell they why dembotoz Oct 2012 #3

I will just before I do it. I also put the link to the article still_one Oct 2012 #5

I have a small acct w/Schwab and Ameritrade, which I understand is just as bad. Can you move your Booster Oct 2012 #4

Some are not in a position to do that, however, you can transfer assets in whole, without selling still_one Oct 2012 #7

Thank you. I'll start checking into other brokers next week. Booster Oct 2012 #42

Yes dems_rightnow Oct 2012 #8

Thank you. I guess I better start researching other brokers' political leanings. Booster Oct 2012 #41

Smart salespeople ... GeorgeGist Oct 2012 #6

That was my first point, it used to be they would not mix politics and business. Now they are still_one Oct 2012 #9

Staples, Komen Foundation, Schwab Ruby the Liberal Oct 2012 #13

I am going to office max and office depot because of that. If you are a business, keep your still_one Oct 2012 #28

I have stopped shopping at Staples as well. n/t IL Lib Oct 2012 #46

Just get forms or information from Ameritrade on line or calling they will assist. julian09 Oct 2012 #16

No shit, liberal, conservative, libertarian, socialist, fascist, the money is all green RB TexLa Oct 2012 #26

Great catch. Ruby the Liberal Oct 2012 #10

I use them enough to have their 800 number memorized. I'm using my memory to dial them Gabi Hayes Oct 2012 #15

There are plenty to check with Ruby the Liberal Oct 2012 #21

Only do it if you do not lose money, and are able to transfer assets without selling. Do not lose still_one Oct 2012 #29

Thank you. The guy is lying through his teeth. Guess he didn't notice outsourcing in the Bush era. freshwest Oct 2012 #11

Oh ... 1StrongBlackMan Oct 2012 #12

Only do it do there is no loss. You should not have to sell any assets, just have them transferred still_one Oct 2012 #17

Be sure and confirm before the transfer Ruby the Liberal Oct 2012 #19

Yup. Otherwise do not do it. A forced sale or loss will defeat the purpose still_one Oct 2012 #33

All the little ones together add up LiberalFighter Oct 2012 #23

When I took my prescriptions from Medco and CVS because of their membership in ALEC, jerseyjack Oct 2012 #14

I have to do my transfer in two stages, but I will, thanks still_one Oct 2012 #18

This message was self-deleted by its author madinmaryland Oct 2012 #20

The average person should be with a mutual/private firm to begin with. Dawson Leery Oct 2012 #22

No. You can buy funds or etfs from discount brokers also, and just let them sit still_one Oct 2012 #31

He is so efn concerned about his grandkids LiberalFighter Oct 2012 #24

Enjoy the Mittenfreude ("I like firing people") and 'fire' the pond scum that deserve it. TahitiNut Oct 2012 #25

Can't wait to say "Mittenfreude Managed!" when we close our 30+ year account with Schwab beac Oct 2012 #38

I used to work for Schwab in Marketing/Education and I met him personally. smirkymonkey Oct 2012 #27

The one thing he did do was allow individual investors to get away from the big brokerage houses, still_one Oct 2012 #30

I met his son (Sandy?) when he was a Northwestern student. elehhhhna Oct 2012 #32

Thanks for this info! beac Oct 2012 #34

Just do not do it if they forcemyoumtomsell your assets. Only transfer in kind with no cost, still_one Oct 2012 #35

Thanks for the tip. beac Oct 2012 #36

Good still_one Oct 2012 #37

I have some small IRA accounts with Schwab. I'll be moving them too. yardwork Oct 2012 #39

Yes, highly rated. Dunno about their politics. But do look at Vanguard <- client owned progree Oct 2012 #61

This message was self-deleted by its author progree Oct 2012 #61

At least Fidelity sponsors TED talks Warpy Oct 2012 #40

I suspect they are, but at least they are not blatant up getting people to vote one way or another still_one Oct 2012 #43

I confess I transferred my account to them Warpy Oct 2012 #56

Hit em where it hurts upi402 Oct 2012 #44

I am sure my accounts won't hurt them, but I hope it sends a message still_one Oct 2012 #45

Reading this thread reminds me of who spoke Cha Oct 2012 #47

Probably. BUT, important difference here, beac Oct 2012 #66

Oh yeah, Big Difference. And, I was wondering Cha Oct 2012 #71

Schwab endorsement of Romney SuzieRobin Oct 2012 #48

Is Fidelity actually going out and being part of an ad campaign to defeat Elizabeth Warren? From still_one Oct 2012 #49

Welcome to DU. Popcorn 51 Oct 2012 #50

Welcone to DU, SuzieRobin! beac Oct 2012 #51

welcome to DU! renate Oct 2012 #54

see what companies contribute to whom: Gabi Hayes Oct 2012 #52

It's unavoidable. raouldukelives Oct 2012 #53

That's how they won. Fundamental reform of the entire sector is the only solution, but appealing to Egalitarian Thug Oct 2012 #55

I read his argument. There are some gaping holes that don't make sense to me. adamuu Oct 2012 #57

No, what he's saying is that growth under Obama is slow and Fed. Reserve is holding down interest progree Oct 2012 #64

I nwish that 47th out of 50 stat was getting more play. beac Oct 2012 #76

Just wanted to update you that I called Schwab's 24-hour number tonight beac Oct 2012 #58

wow, thanks. I will be using that schwa contact page link /nt still_one Oct 2012 #59

Glad to help! beac Oct 2012 #60

midafternoon kick! beac Oct 2012 #70

evening kick! beac Oct 2012 #73

kick beac Oct 2012 #74

Thanks for posting this. I'll be researching a new place for my IRA coalition_unwilling Oct 2012 #63

Great! beac Oct 2012 #65

I was hoping that Charles Schwab was no longer in charge, but, looks like he still is to a large progree Oct 2012 #67

My email to Schwab & Co. progree Oct 2012 #68

Terrific! beac Oct 2012 #69

We just got an email back from the "Feedback and Suggestions" department beac Oct 2012 #72

Surprise surprise... the "resolution manager" from the "Client Advocacy Team" never called us. beac Oct 2012 #79

Good choice (if a hassle) sfpcjock Oct 2012 #75

Happy to report that I just convinced another person (with a substantial Schwab acct) to beac Oct 2012 #77

Kicking this before it goes into the archives Ruby the Liberal Oct 2012 #78

Make sure you click "Angry" at the bottom of the linked story about Schwab. avaistheone1 Oct 2012 #80

Thanks, I didn't notice that when I read it! beac Oct 2012 #81

So the snivelling shtstain from Schwab FINALLY called. beac Oct 2012 #82