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Podcast: Optimal Finance Daily - Financial Independence and Money Advice
Episode: How to Transfer Your Brokerage Account by Jeff Rose of Good Financial Cents on Investment Relocation
Description: Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com.
Episode 3429:
Jeff Rose breaks down the surprisingly simple process of transferring your brokerage account, even if you're leaving a financial advisor. Learn how to avoid hidden fees, reduce delays, and make sure your investments move seamlessly using the ACAT system, all while sidestepping the frustration of awkward conversations with your current firm.
Read along with the original article(s) here: https://www.goodfinancialcents.com/brokerage-account-transfer-fees/
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