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You did not mention what you are invested in. As long as the investments with your full-service broker are in publicly traded instruments (i.e. stocks, bonds, Ts, mutual funds), you can have them transferred to any other broker, without having to sell them. Your new broker will have you fill out a transfer form and will do the work. The difficulty arises in annuities and mutual funds. Any in-house mutual fund will have to be liquidated. Some discount brokers may not handle some public mutual funds, which will have to be liquidated, too. And, annuities, as far as I can tell, are sponsored specifically by the brokerage. Consequently, you will have to remove money slowly, to avoid any extra fees.

Zev
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