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Transferring your stocks from brokerage to brokerage is normally pretty smooth, but there are some things to think about before you do. In this video we break down 4 tips to help the process go better for you.
00:00 Fractional shares
02:11 Residual Sweeps
03:56 Cost basis
05:05 Transfer fees
4.8
88 ratings
❄️ Get 10% off of any Snowball Analytics paid plans https://buildinvestlive.com/snowball
✅ Work with me to build your own strategy: https://buildinvestlive.com/coachinglist
Transferring your stocks from brokerage to brokerage is normally pretty smooth, but there are some things to think about before you do. In this video we break down 4 tips to help the process go better for you.
00:00 Fractional shares
02:11 Residual Sweeps
03:56 Cost basis
05:05 Transfer fees
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