audreyh1
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
ACATS is used to transfer securities in kind. Transferring by check requires cashing out securities first, which is a taxable event in taxable accounts.When we consolidated to Fidelity from other retirement accounts, we did direct (brokerage to brokerage) but through check mailed to Fidelity.
Flieger