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0 pointskasey_junk1y ago0 comments

You can frequently do in kind transfers of mutual funds, particularly between the big funds and brokers.

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You can’t for funds that are only available at a single brokerage. This describes a lot of index funds and wrapper funds.

The big index and wrapper funds at vanguard you absolutely can.

j / k navigate · click thread line to collapse

0 pointskasey_junk1y ago0 comments

You can frequently do in kind transfers of mutual funds, particularly between the big funds and brokers.

You can’t for funds that are only available at a single brokerage. This describes a lot of index funds and wrapper funds.

The big index and wrapper funds at vanguard you absolutely can.

j / k navigate · click thread line to collapse