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Personal Investments • Moving away from my financial advisor - help with transferring assets

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Welcome to the forum!

You will do fine. Always work with the receiving brokerage house as they have the incentive to make sure that everything goes smoothly. Vanguard has a separate team just for transfers.

Stop back in at Bogleheads if you have a specific question. Lots of good people here who are willing to help.

Statistics: Posted by David Jay — Mon Dec 09, 2024 9:44 am — Replies 1 — Views 216



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