Moving sep to etrade.

Non-investing personal finance issues including insurance, credit, real estate, taxes, employment and legal issues such as trusts and wills
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Topic Author
dru808
Posts: 184
Joined: Sat Oct 15, 2011 2:42 pm

Moving sep to etrade.

Post by dru808 » Sat Nov 16, 2019 10:39 pm

What is the best way to move accounts and how does it work? Do I contact etrade and tell them I’d like to move an account to them, do I contact my current account holder and ask them to move the sep? If the latter, do I cash in the investments and move cash to etrade?


Thank you

Topic Author
dru808
Posts: 184
Joined: Sat Oct 15, 2011 2:42 pm

Re: Moving sep to etrade.

Post by dru808 » Sat Nov 16, 2019 10:41 pm

One other thing, do I need to inform them that I’d like to do a transfer rather than a rollover?

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