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Friday, 09/08/2023 1:21:21 PM

Friday, September 08, 2023 1:21:21 PM

Post# of 692929
I’m sure everything Schwab is fine, but for anyone interested, I opened accounts with Fidelity last week and then funded them through a simple “Transfer of Funds” (TOS) from TDAmeritrade as my accounts still hadn’t been moved to Schwab. The investment account transfer went smothly, but there was a delay in transferring my IRA Rollover to a Traditional IRA. I had two small positions in penny stocks that were less than 25 cents per share, and Fidelity won't accept any stocks below this threshold. So I had to sell them before Fidelity would approve the IRA transfer. Also, Fidelity has an Active Pro Trader platform that has all the TA bells and whistles. GL.
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