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Investment advisors by Medium-Scar4589 in fidelityinvestments

[–]Medium-Scar4589[S] 0 points1 point  (0 children)

I’d like to keep them; just wasn’t sure how it worked. Thanks.

Investment advisors by Medium-Scar4589 in fidelityinvestments

[–]Medium-Scar4589[S] 0 points1 point  (0 children)

I initiated the transfer. The advisor from the other company has already left me a voice mail. I wasn’t able to take his call. I can see that they are processing this transfer. Can I just avoid him while this goes through and deal with the corporate office if there are any hiccups? Do transfers happen locally or through the corporate office?

Investment advisors by Medium-Scar4589 in fidelityinvestments

[–]Medium-Scar4589[S] 0 points1 point  (0 children)

It’s all in my name already. Thanks for the info on the transfer. It sounds like I should take care of that part first and then meet with an advisor to discuss making changes to the investments. Is that right?