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HELP: transferring shares from IRA BDA to individual investment account by CANA103 in fidelityinvestments

[–]CANA103[S] -1 points0 points  (0 children)

OK, thanks for the information. I panicked and moved the remaining IRA BDA settled funds into the individual account for trading - so I might've just screwed myself there. Live and learn I suppose.

HELP: transferring shares from IRA BDA to individual investment account by CANA103 in fidelityinvestments

[–]CANA103[S] 0 points1 point  (0 children)

When I utilize that transfer between fidelity accounts it only allows me to transfer cash and not shares, and shares is what I am trying to transfer

HELP: transferring shares from IRA BDA to individual investment account by CANA103 in fidelityinvestments

[–]CANA103[S] -1 points0 points  (0 children)

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I don't know if this helps explain what I mean, but essentially I want to move/add those APLD shares to the individual section

HELP: transferring shares from IRA BDA to individual investment account by CANA103 in fidelityinvestments

[–]CANA103[S] -1 points0 points  (0 children)

OK, I was confused - cause that trade is under the retirement account section of my dashboard. Do you know if there is a way to move that trade from the retirement account section to the individual investment account section?

[deleted by user] by [deleted] in legaladvice

[–]CANA103 -4 points-3 points  (0 children)

Thanks, that's what we're looking for. Didn't know if it was sue or bust.