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How to?
How did you do it? It's my turn now. Thanks.


I assume you mean how to transfer your accounts. All you have to do is contact the firm you want to transfer the account to and they will walk you through the process. In my case I transferred my taxable accounts to Schwab and my IRAs to Vanguard. You may want to ensure that any mutual funds you have can transfer without having to be sold so you don't incur any unwanted capital gains. If they are in taxable accounts that is.

~Stillwell
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