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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