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Old 01-21-2015, 12:15 PM   #21
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Barbara, I had to ask too. Did it last summer.

I'm guessing that with the market run up, a lot of people now qualify so they want you to make the first move.

Agree that one would hope it is automatic. But apparently it isn't.
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Old 01-21-2015, 03:30 PM   #22
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Oh thanks for confirming it happened to you too. We are way over, like double, and we just moved everything to them about a year ago (from Fidelity). So you would have thought they would have set it up then. I don't think we knew the difference.
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Old 01-22-2015, 12:27 PM   #23
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I'll say this. Now that we were "promoted", they've been really helpful.

I wanted to move all my stuff from E*Trade to VG brokerage. It took all of 10 minutes over the phone, with an electronic signature online. Done. They did all the heavy lifting and got it all correct.
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Old 01-22-2015, 03:05 PM   #24
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Yes it was a bit of a chore for us to sell/buy everything we moved over. They were pretty much no help, other than they offered us a person in a call center to just say it all out. (sell this buy that). We did not feel comfortable doing that as there were so many transacations. We were bringing over 4 accounts......I guess because we did not want to hire the advisor, we were left to do it ourselves. My husband did it OK, but we thought with the amount of money, there should be more service.

We are still happy we moved (from Fidelity).
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