I own some GE, AAPL, and PG stock. In an effort to streamline my number of accounts, I would like to roll these assets into my Fidelity brokerage account.
Of course I want this to be a non-taxable event. Do I simply complete the transfer request on the Fidelity website? Are there tax pitfalls with this?
Of course I want this to be a non-taxable event. Do I simply complete the transfer request on the Fidelity website? Are there tax pitfalls with this?