I have a Roth IRA with Fidelity and a financial adviser that I am ultimately transitioning away from. Can I transfer that account in kind to my Vanguard account?
Ultimately, I want to move everything to Vanguard because I want it all under one roof and to be able to sign in to one place for access to my whole portfolio.
Ultimately, I want to move everything to Vanguard because I want it all under one roof and to be able to sign in to one place for access to my whole portfolio.
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