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biosurfer1 biosurfer1 is offline
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Join Date: Oct 2003
Location: Roseville, CA
Posts: 3,066
Most of the time, financial firms will try to make transfer of assets as easy as possible for you, they want your funds so why make it hard.

I consolidated everything to Fidelity and while it took a bit of effort, they handled most and in the end it was so worth it. Track everything from one place now.
Old 04-27-2019, 04:28 PM
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