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One more experience:

We're in the process of transferring all accounts from Edward Jones to Fidelity. EJones charges $40 to transfer an IRA AND, on top of that, they charge you whatever their standard annual maintenance fee is, even if that fee isn't due on said account.

IOW, if you usually pay the fee ($30 with EJones, $15 for the second IRA) in January and move the accounts in May, they subtract another 'annual' fee. This is their own interpretation of their fine print.

Buyer beware...

Apart from such 'surprises' the process is seamless--do your paperwork right in the first place, keep copies of everything, and you should be fine.

kse4
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