Looking to move to Fidelity from Edward Jones. What documents should I download before I leave? Should I wait until tax documents for this year are available?
We have some mutual funds in our brokerage account that I'm unsure if they will transfer in kind or create a taxable event.
AIVSX AMHIX ISHAX PJFAX PWJAX
We also have 4 IRA accounts that are Advisory accounts unsure if they will have to be liquidated first or just transferred as is?
I have read a lot of past comments but I still had questions.
Thank you