Message Font: Serif | Sans-Serif
No. of Recommendations: 0
I have mutual funds with a brokerage firm, as well as a (small) self managed account with an online firm. I feel I could invest those funds just as well as the big broker.
I am considering liquidating everything to move it on my online account.
I am looking for reasons to / not to do it. eg fees, taxes, etc. and how to proceed, and what not to do.
Appreciate your input. Thanks.
Print the post  


When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.