What's the best/easiest way to tell if a a fund or investment will transfer "in kind" to other brokerages? Currently happy with my brokerage, but I'd like to leave the option open to transfer later for myself or my heirs.
Self example: customer service at my brokerage goes really downhill
Heirs example: maybe the brokerage will really suck by the time they inherit it. Want them to get the step-up in basis advantages.
Thanks