Search found 4 matches

by vihila
Fri Oct 06, 2017 11:55 am
Forum: Investing - Help with Personal Investments
Topic: Transferring Account from ML to Vanguard
Replies: 12
Views: 815

Re: Transferring Account from ML to Vanguard

Thanks for the advice everyone. I contacted ML today and had them sell the non-transferable assets. It was easier than I thought it would be. I didn't mention switching to Vanguard (I just said I had some other plans for the money). I'll start looking into a medallion stamp just in case I need to ge...
by vihila
Thu Oct 05, 2017 7:02 pm
Forum: Investing - Help with Personal Investments
Topic: Transferring Account from ML to Vanguard
Replies: 12
Views: 815

Re: Transferring Account from ML to Vanguard

@livesoft, thanks, that makes sense. The dollar cost averaging was more about reducing my exposure in the next few months because of some personal qualms.
by vihila
Thu Oct 05, 2017 6:24 pm
Forum: Investing - Help with Personal Investments
Topic: Transferring Account from ML to Vanguard
Replies: 12
Views: 815

Re: Transferring Account from ML to Vanguard

@dbr, I am new to this and didn't even realize that was an option! It looks like I need to enroll in Online Order Entry by printing and mailing an application to my ML broker/advisor. I'm not sure if it's worth all that effort just to make the one sale before I have Vanguard initiate the transfer......
by vihila
Thu Oct 05, 2017 4:23 pm
Forum: Investing - Help with Personal Investments
Topic: Transferring Account from ML to Vanguard
Replies: 12
Views: 815

Transferring Account from ML to Vanguard

Hi all, long time lurker and first time poster here. I have a taxable investment account that I inherited from my grandfather at Merrill Lynch that I would like to move to Vanguard and reallocate to a more balanced portfolio. I have gone as far as contacting Vanguard and finding out that all of the ...