Fidelity Digital Assets mentions (14)

• Incoming Inherited IRA

  Starting the TOA process (login required). Source: over 1 year ago

• What AA said about DR. Strangeing shares.

  To transfer it back to fidelity, you go to this site here (you might need to be logged in, if the link doesn’t work, search how to transfer assets to Fidelity in their help section and you should be able to find the link there). Answer the prompts and then choose if you want to transfer all or you can choose specific number of shares to transfer back. Source: over 1 year ago

• Live Chat with Fidelity Customer Care Representatives from 11-1 today

  Transfer an Account to Fidelity: https://digital.fidelity.com/ftgw/digital/transfer-of-assets. Source: over 1 year ago

• How would one go about transferring their shares to fidelity from cash app stocks?

  The easiest way to transfer shares into Fidelity in by initiating a Transfer of Assets (TOA). TOAs typically take about 5 to 7 business days for your assets to be transferred. If you have an open Fidelity account with the same registration as your Cash App account, you can initiate a TOA on our website here (login required). Source: over 2 years ago

• Lots of DRS posts today so I finally did it. Turns out Fidelity makes it easy to transfer shares from any broker, you don't even have to call.

  I initiated DRS today after dragging my feet. I was able to easily initiate the transfer to Fidelity from Vanguard. Fidelity makes it easy to do without even having to call but I did have a preexisting account. They recommend uploading a copy of a statement from the brokerage you are transferring from, and they make it easy to do do. Then the timeline to CS is much shorter and that was my biggest worry... Source: over 2 years ago

Free Invoice Generator mentions (0)