Usually absolutely painless/seamless to have Fidelity (or any brokerage) to pull your positions from the other. My parents' stuff took three trips to his office (my choice)...problem was total BS from the advisor/brokerage I fired...'cause they truly suck
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If one is at all gifted about this stuff ...you really do NOT want to use them imo...why?
The info is out there....use it
