Savvy Trades and Investments

[researcher59]

I've never done a full account transfer because, as you indicated, the account holdings can be effectively frozen for as long as it takes to transfer the account which could be many days. I do account transfers gradually by selling securities as I normally would and then transferring the cash whenever the sales occur. Of course, I don't do any buy orders in the account being eliminated, so eventually the account is fully liquidated and the resulting cash transferred.