Yes that sounds like it. I use both TD and Fidelity. Right now Fidelity will not allow you to trade CT’s but I already have half my position in CT’s at Fidelity. I went in and they assured me I could gift them to her account and they did when I brought in my letter. I wanted to do it before the end of 2017. I replaced them with what I bought already in my TD account. Seems screwy to me Fidelity will not allow me to trade CT’s. Their fixed income group has them on company wide hold, Ive researched this with them numerous times in the last 6 months. Cheers to you and all the other wonderful contributors. I’ll be wherever and bring some exquisite Oregon Pinot with me.
Yup looks like their succeeding in a swindle. I think it may be time to lawyer up IMO. Why are they hassling you over whats yours. Its none of their business. Hope you get your day in court and win. But my guess is they'll take your stuff and pay a small fine. IMO
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