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Re: Partial transfer including fractional shares

Thanks for all the replies, everyone, especially Brian: I have ETF's and CEF's, as well as shares of individual stocks, so I hope TDA treats them all the same as yours, with no commission charged. I don't think brokerage accounts hold fractional shares so I'm not sure why you are worried about fract...
by frugle26
Sun Mar 24, 2013 9:28 pm
 
Forum: Personal Finance (Not Investing)
Topic: Partial transfer including fractional shares
Replies: 12
Views: 953

Partial transfer including fractional shares

I'm planning a partial transfer of securities from a TDameritrade Roth IRA to a Wellstrade Roth IRA. When reading the Wellstrade Account Transfer form I came upon this clause in the Client Instructions to Delivering Firm: "I understand that fractional shares may not transfer in kind and may (be...
by frugle26
Sun Mar 24, 2013 3:37 am
 
Forum: Personal Finance (Not Investing)
Topic: Partial transfer including fractional shares
Replies: 12
Views: 953

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