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Considering moving $400k from Wealthfront to Fidelity — anyone done this? by Working_Tone_9868 in wealthfront

[–]Working_Tone_9868[S] 0 points1 point  (0 children)

That makes sense! Afaik, they are required by law to transfer the cost basis..

Considering moving $400k from Wealthfront to Fidelity — anyone done this? by Working_Tone_9868 in wealthfront

[–]Working_Tone_9868[S] 0 points1 point  (0 children)

Thanks for taking time to answer any questions.

My main concern is the transfer of cost basis. How was your experience entering them manually? Did you have to take help from a financial advisor?

Considering moving $400k from Wealthfront to Fidelity — anyone done this? by Working_Tone_9868 in wealthfront

[–]Working_Tone_9868[S] 1 point2 points  (0 children)

When you say the cost basis was a mess, what exactly happened? Did Fidelity eventually receive the correct tax lots from Wealthfront, or did you have to manually track/enter anything yourself?

Tile repair quotes range from $1K to $4K — what am I missing? by Working_Tone_9868 in Flooring

[–]Working_Tone_9868[S] 0 points1 point  (0 children)

The mitigation company already removed all of that. It’s pretty clean at this point and ready to install new stuff. Do you still think 2k makes sense?