Search found 3 matches

by pinkpigh
Fri Sep 25, 2020 8:58 am
Forum: Personal Investments
Topic: Were mutual fund share numbers rounded down when transferring from Vanguard to Merrill Edge?
Replies: 13
Views: 652

Re: Were mutual fund share numbers rounded down when transferring from Vanguard to Merrill Edge?

Thanks for the quick reply. Do I need yo make another transfer request from ME end to zero out the vanguard account or either party will do it automatically for me?
by pinkpigh
Fri Sep 25, 2020 8:24 am
Forum: Personal Investments
Topic: Were mutual fund share numbers rounded down when transferring from Vanguard to Merrill Edge?
Replies: 13
Views: 652

Were mutual fund share numbers rounded down when transferring from Vanguard to Merrill Edge?

I recently transferred my IRA from Vanguard to Merrill Edge and I noticed the mutual funds share numbers were rounded down. Example: since I can still log into Vanguard so I can see clearly that for one fund 458.422 shares were transferred out but only 458 shares are showing up at ME. I don't believ...
by pinkpigh
Sun Aug 30, 2020 11:15 pm
Forum: Investing - Theory, News & General
Topic: [Fidelity Health Savings Account Mega-Thread]
Replies: 1093
Views: 126555

Re: Rumor mill - Fidelity starting individual HSA's Nov. 15th

Previously I asked a question about transferring from Optum to Fidelity and did not get any responses. So let me answer my own question: I did a transfer using the "pull" method at Fidelity from Optum bank. Here's what I experienced: * Transfer is painfully slow. You need to print stuff, ...