Hi all, I'm back with yet another question.
I need to move money from a taxable account at TDA to Vanguard. I am ditching my FA. I moved our IRA accounts earlier and it was a pain. Required signature medallion and where I live they are scarce. FA finally had someone do it "as a favor".
FA said TDA doesn't require it, must be Vanguard. I emailed Vanguard they said they don't require it.
So, have any of you had experience with TDA and medallion requirements?
Would it make any difference between IRA accounts and taxable account?
Would s " transfer in kind" make any difference one way or another?
Thanks again!
Murf
Sent from my Z936L using Tapatalk
I need to move money from a taxable account at TDA to Vanguard. I am ditching my FA. I moved our IRA accounts earlier and it was a pain. Required signature medallion and where I live they are scarce. FA finally had someone do it "as a favor".
FA said TDA doesn't require it, must be Vanguard. I emailed Vanguard they said they don't require it.
So, have any of you had experience with TDA and medallion requirements?
Would it make any difference between IRA accounts and taxable account?
Would s " transfer in kind" make any difference one way or another?
Thanks again!
Murf
Sent from my Z936L using Tapatalk