No. of Recommendations: 0
One thing you might want to check on is whether you can transfer any of your existing holdings in kind to Vanguard. When I transferred my IRA to Vanguard from Schwab I was able to do so with many of them. However, I eventually moved most of the assets into Vanguard mutual funds because of the low expense ratios. Transferring in kind may take some of the sting out of changing custodians if the alternative is liquidating positions that are down significantly before the transfer.

Print the post  


The Retirement Investing Board
This is the board for all discussions related to Investing for and during retirement. To keep the board relevant and Foolish to everyone, please avoid making any posts pertaining to political partisanship. Fool on and Retire on!
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
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.