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URL:  https://boards.fool.com/not-sure-if-this-is-the-right-board-for-this-34208474.aspx

Subject:  Re: Question-TDAmeritrade Date:  5/14/2019  5:21 PM
Author:  MarkR Number:  5777 of 5801

Not sure if this is the right board for this question, but I will start here....my investment advisor informed me that he is leaving Fidelity and taking all his accounts to TDAmeritrade.

This part is UP TO YOU, it's not his decision in any way.

My advisor assures me the move will be smooth and I will be getting a better deal? and he will be getting better investing advice/programs through Ameritrade.

Make the advisor work a little. You should be provided with all these details and specifics IN WRITING. What exactly is the deal (fees, etc) now, and what exactly will they be at the new place. Line by line, with each one clearly shown for all your holdings.

Finally, in general, when moving a large sum of money from one company to another, there are various incentives. Often those incentives are in the form of a cash bonus, perhaps even up to 1/4-1/2% of the assets transferred in some cases. Sometimes the bonus is in the form of some period of free trading, or number of free trades, etc. Ask what bonus you will receive if you eventually choose to move your account.

For example, right now TD Ameritrade has an incentive of $2,500 cash if you move $1M in assets to their firm - https://www.tdameritrade.com/offer/2500/index.html
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