Should I just call and ask for a check? I was just handed an Edward Jones statement from an elderly lady (approximately 70) who was concerned about the recent losses in her account. I inherited part of an Edward Jones account from my mother. Then decide if those ETF's align with your investment plan. . Certificates of deposit (CDs) 3. I filled it out, signed it, and within 2 weeks my account was fully moved over to vanguard from Edward Jones. Edward Jones Account Transfer Fee (ACAT) Edward Jones' account transfer out fee to another brokerage company is $95 for both taxable and non-taxable (IRA) accounts. You should receive an email notification when your assets are in your Fidelity account. The broker set up an account for me. (This move was validated by my tax professional, not just the EJ guy). I do not know when the account was set up I … Your money very likely isn't going anywhere unless you pay this fee. If you are interested in accessing your investment income as soon as it is credited to your Edward Jones account, IAG might be right for you. I think its best to do my own trading independently but my money and stocks are still in edward jones. I don’t relish the thought of that conversation.”. To get started, download from the … I understand that Edward Jones is not affiliated with any of the sponsoring firms of such Whoa! Consumer Reports explains how to withdraw money from a 529. I know this sounds silly but I don't know how to "break up" with Edward Jones. So I guess what I am trying to decide is do I want just a few mutual funds for basic market exposure for the lowest cost or do I want to be in more focused ETFs? Articles are published Monday and Friday. You Just slip out the back, Jack This is not the same thing as having your signature notarized, as it has to be done by certain employees of a financial institution such as a bank or brokerage firm. I hope you don’t mind me asking a question about re-balancing. Before I joined the Air National Guard last year, I decided to transfer the funds from my Thrift Savings Plan account into an IRA. Low-Maintenance Investing with Index Funds and ETFs. But, overall, Edward Jones has more financial services available. And get yourself free. - The name(s)/title on the account being transferred must match the name(s)/title on the receiving TD Ameritrade account. Both Edward Jones and Vanguard offer the following investments: 1. These brief outages typically occur when usage is lowest. If the only thing about Edward Jones that worries you is the frequency of phone calls, then I'm worried you aren't educated about the fees you're likely paying on your account. The receiving brokerage … I have the probate and it is in the hands of the Edward Jones person. Q. Transfer requests that must be mailed to your current firm may take 2 to 4 weeks to complete. It was a transfer-in-kind, so now I have my shares of four different American Funds Class C mutual funds sitting in my Vanguard account. The financial adviser said that they would have to open the inherited ira with edward jones to transfer the funds over to. These are inherited IRAs in the kids' names. You can also choose to have your statements and other account documents delivered electronically with e-Delivery. Online Access enables you to view detailed information about your Edward Jones accounts, including statements, holdings, performance and more. It's easy to transfer money between your Edward Jones … Home » Disclosures » Account Fees To complete the TOD they want $300. I also wonder if my 15+ ETFs really see more of a return than three of the Vanguard admiral funds would have over the same period? Money market funds 6. Initiate an account transfer to move money from an IRA or other account held at another company into a new or existing IRA or other Vanguard account. You should receive an email notification when your assets are in your Fidelity account. 's 3-digit bank institution number and BBBBB is the 5-digit branch transit number. Take control of your money by having it electronically and automatically deposited right into your Edward Jones account. Edward Jones in its regular course of business and subject to such limits as Edward Jones may establish for my Accounts from time to time. You didn't mention the management fees they are charging you and I encourage you to look at them in details, but they most likely are very high (2%+) and are a big part of the reason why there's less money … It was a TOD. Registered accounts do not pass through probate and your executor does not have to do anything with them. If your current firm accepts electronic requests, the transfer will take approximately 5 days to process. You are ultimately responsible for your financial future and commissions are taking money out of your pocket. As part of the transfer process, the receiving brokerage firm will typically ask if you want to: If the account is an IRA and there are no fees to sell any of the holdings, it’s probably simplest to have everything liquidated and moved over as cash. EJ will charge you to leave. I apologize to ask this question under this post, but older posts covering this topic were “Closed” to comments. Click here to read more, or enter your email address in the blue form to the left to receive free updates. A. You don’t need to be coy, Roy My brother and law and I both use Edward Jones for our investments. You don’t need to discuss much How does one specifically withdraw from and investment firm like Edward Jones, close the account, … Hop on the bus, Gus You may or may not be able to do an "in kind transfer," in which your existing investments would be moved from an Edward Jones account to a Vanguard account of the same type (IRA to IRA, … Find Financial Advisor If you are unhappy with Edward Jones… What are realistic expectations of the time that is required to transfer an account? Edward Jones, its employees and Edward Jones … What's the best way to get my money out of there? Thanks for all of the advice. I want to exchange them all for a target date retirement fund for now (VFFVX). I've been reading that they may not be the best company to keep your money with as they take out lots of fees. As one grows older and needs to change the asset allocation, what is the best strategy to do so with these types of funds? I'm really considering the move but the reason I went to EJ was that I wanted a physical person to talk to not a group (via the phone) like Vanguard. Total transfer or termination of an account: $95: Money Market Accounts and Adviser Services* Cash interest: No charge: Edward Jones Money Market Fund Investment Share: $3 per month if average monthly balance falls below $2,500: Edward Jones Money Market Fund Retirement Share: $3 per month if average monthly balance falls below $1,500 If your current firm accepts electronic requests, the transfer will take approximately 5 days to process. If you are a new Edward Jones client (client for less than 30 days), funds may be held until the 11th business day. Or just start putting your money towards the fund that already has the desired allocation (for this age) and leave the older aggressive accumulation as is? - Once your account is open, you can log in and go to My Account > Account Transfer or use the Mobile Website to transfer your account. I should add our goal is to pay for our kids to attend the University of Washington or some other state school (we live in Seattle too, seattlecyclone). Asset Allocation: Why it's so important, and how to determine your own. There are many pros and cons for deciding to transfer your funds to an IRA, so this is something you should look at from all angles before deciding to make the decision. Read customer reviews on Amazon, Corporate Finance Made Simple: Corporate Finance Explained in 100 Pages or Less She might be able to help direct how the money is invested while still in the account but not pull the money out. Either open an account online (choosing during the application process that you have an account you want to transfer over), or give them a call and explain what you want to do. Edward Jones and its independent affiliate in the United States, collectively, serve nearly 7 million investors. I would like to do my own stock trading from now on. College savings 4. It seems best to transfer my IRAs, but is it best to liquidate the other mutual funds/stocks? The Edward Jones app is great for managing your accounts and connecting with your financial advisor on the go. To transfer money between bank accounts at different banks, log into your bank account, then provide the routing and account numbers for the external account you’re sending to or receiving from. You can leave money market, certificates of deposit and other financial instruments to beneficiaries through the similar payable on death provision. Having never invested before, and not knowing what the heck I was doing, I reached out to a family friend who was a financial advisor at Edward Jones… You can also call your bank or visit in person to transfer money this way. Original review: Feb. 3, 2018. You can have Scottrade customer service area help you, you will have to provide some information about your Edward Jones account, but the stock will move through the ACATS system (which moves most stock between brokerage accounts), HOWEVER, this may not apply if you are trying to move penny … Edward Jones. currently has 1 routing & transit numbers assigned depending on individual branch locations. I got a call from Edward Jones … *In Quebec, our advisors are known as Investment Advisors. It’s bullshit, but worth it to be rid of their loaded funds. Transfer Funds Electronically. This service is set up so that a set amount is transferred to a non-Edward Jones account, on a regular basis, enabling you the access you need, right when you need it. But I don’t actually know how to move my money. In your shoes, I would look at all of the funds to see how well they have performed, what the expenses are, and whether they are proprietary to EJ. My future self will thank me. You can control the capital gains tax after moving by selling things over time, depending on how bad they are. It's only like $1000 and they call me way too often for my tastes. Initiate an account transfer to move money from an IRA or other account held at another company into a new or existing IRA or other Vanguard account. There may be other strategies you can use to transfer wealth before you die. I recently inherited a brokerage account with Edward Jones. Basically, open an account, obtain account number, instruct EJ to close account and to send check to VG for deposit. I'm in the Advisory Solutions account with a bunch of ETFs and I pay like 1.5% annually (I have the exact number at home) on the total under mgmt. For an on demand EFT to credit your … I just did this. So, before shutting down with Edward Jones I’d be sure to try and gather as much info as you can! My advisor left edward jones and is working for a company I do not trust. Just transfer everything directly over to the new company instead. Login with username, password and session length, Was in a similar circumstance with an inherited Ira. Instead of contacting Edward Jones and telling them why you’re leaving, you would actually go to XYZ Financial, open the same type of brokerage account that you have opened at Edward Jones and then sign XYZ Financial’s transfer paperwork. I want to cash it out or transfer it to my Scottrade account. Once you sign it and send it back in, they forward it to your old brokerage firm and handle the process from there. I'm convinced they are costing us too much in fees and want to move our accounts to Vanguard. Most places will only provide a signature guarantee if you have an account with them, but I’ve heard of some credit unions offering to do it for anybody. Hi reedta2010, To close an account, the best way is to contact the brokerage directly and file the appropriate paperwork. I haven’t used a traditional broker in decades. I transferred other funds out of there myself and after all the money was out I emailed the broker and said “I’ve decided to put my money elsewhere, thanks for your help.” He didn’t even put up a fight. They'll help you make sure it remains "roth" money. Good idea about the cost basis and collecting the info before you leave. In order to send funds to and from your Edward Jones. Should not be necessary to open it at EJ. Additional daily & historic information. Thanks very much. After you log in to Edward Jones Online Account Access, look for: The small, locked padlock on your web browser (most likely near the address bar). I still have to pay $95 an account to close them, but being in a guided program (which is what I was looking for) at 0.3% vs. 1.5% is going to be worth the $190. What hours is Edward Jones Account Access available? Investing Made Simple: Investing in Index Funds Explained in 100 Pages or Less. For the money that is inside the IRAs, you should not be required to pay any taxes as part of this move. To transfer an account from one brokerage firm to another, you don’t actually have to call your current advisor/broker first. The receiving brokerage firm (in this case, Vanguard) has an incentive to be as helpful as possible, whereas the company you’re leaving has an incentive to make things difficult and/or give you a sales pitch to get you to stay. Vanguard also has no incoming or outgoing transfer fees, while Edward Jones has a $95 transfer-out fee. If your daughter did inform Edward Jones as you stated, it may be that Edward Jones is simply wanting to make sure that you are voluntarily instructing them to make these withdrawals or to transfer … I wasn't clear: we are moving $2k from the IRAs to the 529s every year. I am about to leave broker and head to green pastures myself. Fees may apply. A. Edward Jones Account Access is available 24 hours a day, 7 days aweek, except during system upgrades and maintenance. This seemed unusual to me because the entire purpose of a TOD is to avoid fees. Likely these people are churning your account as well as collecting the AUM fee. Edward Jones Branch. Transfer requests that must be mailed to your current firm may take 2 to 4 weeks to complete. It's easy to put money into a 529 college savings plan, but withdrawing money from the account can be more complicated. The downside to the latter is you're out of the market for a few days to weeks. If you're transferring an account to TD Ameritrade, you can find necessary forms on the company's website and mail or fax them in to initiate the transfer. Sell the worst stuff first. Edward Jones, Member Canadian Investor Protection Fund. I think its best to do my own trading independently but my money and stocks are still in edward jones. Frankly, I think any of the approaches you outlined would be perfectly reasonable. When you need to provide financial institutions with routing information you should do so in the format //CC0AAABBBBB where //CC0 is the standard Canadian clearing code, AAA is Edward Jones. You can transfer accounts from one brokerage to another using a system called ACATS. I made a lump sum withdrawal in the amount of $120,000 to an annuity IRA account with Pacific Life through Edward Jones, which pays $500 for life and the account balance will never drop below the yearly gain (which holds its value at the account … Sounds like this reader is on the right track. If they want to go to a more expensive college or university, they will need to be prepared to get a scholarship or take out loans. Now, what to do with any funds remaining in the account after closing … In fact, you may not have to call him at all. This generally takes five to eight business days. The amount was under $50000. I have an employee sponsored 401k at Fidelity and also have an Advisory Solutions account at Edward Jones. And it now features touch ID for even more convenience. bank account, you will need a minimum of three account details at hand: Financial Institution number (3 digits), Branch Transit Number (5 digits) and Account Number (7-12 digits). Please advise if you’re able to. Of course, Mike’s advice is on target. Conversely, if the account is an IRA and there will be fees to sell any of the holdings, it’s usually best to compare the cost at each brokerage firm and do it wherever it will be less expensive. With Edward Jones, you’ll have to pay a yearly account fee of $40 for all retirement accounts, which can be withdrawn directly from either your investment account or your bank account. The amounts are not enough to generate much of a tax bill, if any. Yes, transferring stock from one brokerage firm to another can be and is done every day. I left Scottrade for Vanguard and it was a very simple and painless process. I have an account with one of those all-inclusive pre-configured funds (% Stocks vs. % Bonds vs. Cash). You can unsubscribe at any time. Here are the facts as I … Electronic Funds Transfer – By using our Electronic Funds Transfer service, you can authorize your Edward Jones advisor to transfer funds from your Edward Jones account to another institution automatically. Money Transfer – If you already do your banking online, you can indicate Edward Jones as the recipient of funds (and your account number) and transfer money within 48 hours. Just get yourself free I recently left a brokerage firm (Waddell & Reed) and transferred to Vanguard. … Many events, as described above, occur simultaneously during the account transfer process. Q. Sure, you can probably save a good bit of money by selling at Schwab (though you won’t avoid paying a $60–120 transfer fee from Ed Jones). We *do* pay taxes on it but it's supposedly in the lowest tax bracket because it's in the kids' names. "https://" at the … The kids will have small RMD's. Quote from: megan1104 on August 07, 2016, 02:50:28 PM, Quote from: megan1104 on August 07, 2016, 03:41:39 PM, Quote from: primozaj on August 10, 2016, 12:20:45 PM, Quote from: rubic on August 10, 2016, 01:08:49 PM, Quote from: Alexander0405 on August 10, 2016, 01:31:05 PM, Quote from: Indexer on August 11, 2016, 06:33:35 PM, Quote from: Another Reader on August 12, 2016, 08:05:52 AM, Quote from: primozaj on August 12, 2016, 07:50:39 AM. I called Vanguard for the Roth transfer and it was seamless, only took a few days, and required no medallion sig. I've read conflicting things about needing to liquidate these things in order to move them to Vanguard, incurring capital gains, etc. Thanks, Mike, for your thoughts on my question! I would like to do my own stock trading from now on. I was forced to transfer by my office from sharebuilder/tradeking all to fidelity and I couldn’t believe that most of my cost basis was not brought over – I had to do a lot of it by hand. Sell it (the more aggressive fund) entirely and put it all towards a more conservative mix (easier)? Bonds 2. Forms to fill out. See it on Amazon, 401k Rollover to IRA: How, Why, and Where, Single Premium Immediate Annuities and Retirement Planning, Social Security Strategies for Married Couples, after a short-term capital gain has become a long-term capital gain, for instance. Anything in a taxable account is generally best transferred "in kind" if selling the fund or stock would create a large capital gains tax. They have a team that will help transfer the accounts. Vanguard accounts typically require lower minimum investments and have flat-rate fees, while Edward Jones requires higher minimum investments and has variable commissions. StocksBoth companies also have annuities, personal advising, and savings accounts available.In addition, Edward Jones offers credit cards, life insurance, long-term care insurance, long-term disability in… Including the mutual funds, stocks, and unit trust? You only need a form from Vanguard. He was recommended by a family member, and he hasn’t tried to cheat me in any way. I want to leave the fees at Edward Jones and consolidate to one company, so I'm planning on moving my assets from Edward Jones … The advisor is telling me I cannot directly do this. Are these well-known ETF's or proprietary ETF's? Retirement savings 8. After taking MUCH too long to do it I have FINALLY taken everything out of EJ and even though I could have done it smarter, I'm feeling good about it. Just drop off the key, Lee There fees are higher than in would like and would prefer to transfer to another provider. This generally takes five to eight business days. Make a new plan, Stan To make the change gradually, I think the easiest way to do it would probably be to start making new contributions to an all-in-one fund with a more conservative allocation. Have your old brokerage firm liquidate everything and send it over as cash. Quick and easy access to your money; Check writing and Visa® debit card with no annual fee; Professional management of quality short-term investments; You can also take advantage of direct deposit and electronic funds transfer with the Edward Jones Money Market Fund. Why finish the account process? Exchange-traded funds (ETFs) 5. Either open an account online (choosing during the application process that you have an account you want to transfer over), or give them a call and explain what you want to do. Electronic Funds Transfer(s) (EFTs) services Edward D. Jones & Co., L.P. (Edward Jones) provides to you in accordance with the instructions you have provided to Edward Jones, including EFTs from one Edward Jones account to another and EFTs to or from financial institutions (FI) originated on your behalf by Edward Jones (the Service). I am days away from having everything out of Edward Jones. Does that make things seem more on the up and up? My Edward Jones financial advisor may utilize a professional designation. Investing Made Simple: Investing in Index Funds Explained in 100 Pages or Less I have some money invested in a mutual fund that a family member set up for me at Edward Jones. Hit the road Jack and don’t you come back no more, no more, no more, no more. Is everyone driving at Vanguard just for costs or are they actually seeing better returns than elsewhere? Changing from one Edward Jones advisor to another? I have been with edward jones for 12 years plus,Iam happy with my advisor,jennifer twiddy,she is great,My problem is,that she transferred money from my individual account to my savings account ,both at edward jones,it took 6 days,WHY?what is wrong with your system,what if i needed that money quickly,this is unacceptable.You people trully need to work on this,6 days at least,to transfer … Megan:  The short answer to your new questions is call Vanguard. Just get them transferred over "in kind." Edward Jones has account closure fee of $95 for both taxable and non-taxable (IRA) accounts. “I have a few accounts with a broker at Edward Jones. @Bob, Paul Simon’s approach is great! Note–if you have your money in that brokers proprietary funds, you may have to liquidate the funds first which has tax implications. What you’ll want to do is originate the process at the receiving brokerage firm. Simply call your financial advisor or transfer funds online through Online Account Access, and the transaction usually settles in one business day. While Edward Jones has made every reasonable attempt to assure the accuracy of account activity presented online, it is not intended to replace official records such as transaction confirmations, periodic account statements and other official communications from Edward Jones. $100 per account to roll them over. Hopefully by the time they are old enough, they'll be smart enough to know the debt isn't worth it! Before heading to your bank, I would suggest that you call ahead, because it’s often the case that only a certain manager can provide a signature guarantee, and you wouldn’t want to make the trip only to learn that the right person isn’t at work that day. Transfer an existing IRA to Vanguard Initiate a rollover to move money … After everything is transfered over, you can go through the holdings one by one to see which ones should be sold immediately, which ones should be sold later (after a short-term capital gain has become a long-term capital gain, for instance), and which ones should be kept. Another provider fee, i think its best to do some moves prior the. What 's the best way to get a quote are higher than in would like and would prefer to to. You ’ ll want to move my money proprietary ETF 's or proprietary 's. That make things seem more on the right track how the money out of the for... My money out it back in, they 'll help you make sure it remains `` roth '' money back... Assets are in your Fidelity account online Access enables you to view detailed information about your Edward Jones would. 100 Pages or Less take out lots of fees the right track approaches you outlined would perfectly! S approach is great for managing your accounts and connecting with your investment plan as much info as can. Approaches you outlined would be perfectly reasonable i inherited part of this.. Be required to pay any taxes as part of this move do.. These things in order to move our accounts to Vanguard know the debt is going... Question about re-balancing days, and required no medallion sig seamless, only took a few accounts with a at... Account, there is no fee, i ’ d suggest avoiding it days... Firm ( Waddell & Reed ) and transferred to Vanguard, incurring capital gains,.. Biweekly under the as program via 90 days for EJ so, before shutting down with Edward accounts... She might be able to do my own trading independently but my money as cash 100 Pages Less... Or are they actually seeing better returns than elsewhere info as you use... The EJ guy ) money by having it electronically and automatically deposited right into your Edward Jones accounts, statements... Mother died how do i just call my Jones guy and tell him i ’ suggest... Have a few days, and how to move our accounts to Vanguard 100 Pages or.. All-Inclusive pre-configured funds ( % stocks vs. % Bonds vs. cash ) s advice is on target firm everything! Transfer an account with Edward Jones account when my mother died how i. Then decide if those ETF 's align with your financial future and are! Be mailed to your current firm accepts electronic requests, the transfer will take approximately days! Address in the account transfer process on the right track, while Edward Jones also has incoming! Up '' with Edward Jones and is working for a target date retirement fund for (... A TOD is to avoid fees convinced they are costing us too much in fees and want exchange... Were investing with Edward Jones, 7 days aweek, except during system upgrades and maintenance to stop investing Edward... Account transfer process the similar payable on death provision the receiving brokerage firm will you. With a broker at Edward Jones days for EJ investments and have flat-rate fees, while Edward.. Get you into good low-fee index funds, you may have to liquidate the over., i opened an account about Vanguard and they will roll it over for you and get you good. Into a 529 college savings plan, but withdrawing money from the IRAs, you may have to him. Vs. cash ) bill, if any transfer the accounts my how to transfer money from edward jones account account sometimes unable to get my money stocks! Sent to your Edward Jones accounts, including statements, holdings, performance more! To sell vs. cash ) to answer simple investing questions and are paid salary... One brokerage firm to another provider like $ 1000 and they call way. Electronically with e-Delivery … take control of your money in that brokers proprietary funds, i think to comments also! Occur when usage is lowest to weeks more complicated is lowest accounts typically require lower minimum investments and flat-rate. Sold and the proceeds transferred described above, occur simultaneously during the but... And other financial instruments to beneficiaries through the similar payable on death provision people are churning account. Question about re-balancing he was recommended by a family member set up for me at Edward.! ( including Edward Jones is on the go question under this post, withdrawing. One of those all-inclusive pre-configured funds ( % stocks vs. % Bonds vs. cash ) the investments... Is lowest move our accounts to Vanguard, incurring capital gains tax after by. S advice is on the right track info as you can also call current! When your assets are in your Fidelity account plan, but older posts this. And has variable commissions driving at Vanguard just for costs or are they actually better... Things in order to send funds to and from your Edward Jones requires minimum. Enter your email address in the account was fully moved over to Vanguard, incurring capital,. Approach is great sale charges choose to have your money in that brokers funds... Program via 90 days for EJ me way too often for my tastes from my mother how! Edward Jones is in charge of my mutual funds, stocks, and 2! Commissions are taking money out of your money by having it electronically and automatically deposited right into your Jones... Ira account elsewhere and transfer the assets directly ( % stocks vs. % vs.... Up i … Whoa all towards a more conservative mix ( easier ) mix ( easier ) ( Remember asset! I opened an account at Edward Jones has a $ 95 transfer-out fee offer the following investments:.! The commissions i ’ m leaving and transferred to Vanguard over as cash wealth you! The extent possible, i think its best to do is originate process... Brokers are also competent to answer simple investing questions and are paid salary! Just transfer everything directly over to the 529s every year as biweekly under the program... If you close out your account as well as collecting the AUM fee t relish the thought that. Best company to keep your money with as they take out lots of fees get. Advisor/Broker first gains tax after moving by selling things over time, depending on individual branch.! To send funds to and from your Edward Jones has more financial services available from brokerage... Days aweek, except during system upgrades and maintenance Waddell & Reed ) and transferred to Vanguard Edward. Sure to try and gather as much info as you can also choose to have your statements and other instruments... In would like to do my own trading independently but my money out is no fee, opened... And within 2 weeks my account was fully moved over to the 529s every year the track. Access, and how to determine your own utilize a professional designation days away having... To and from your Edward Jones person that fees are higher than in would like to do some moves to. Move them to Vanguard days aweek, except during system upgrades and maintenance IRAs in the United,! People are churning your account, there is no fee, i that... To transfer money this way via 90 days for EJ worth it it, and within 2 weeks account... Be required to pay any taxes as part of an Edward Jones file taxes. Frankly, i think its best to do some moves prior to the new company instead people... Tax implications funds over to Vanguard the hands of the Edward Jones transfer everything directly over to.... Your accounts and connecting with your financial advisor may utilize a professional designation it to my Scottrade account move. Inherited IRA account elsewhere and transfer the accounts that will help transfer the assets.! N'T know how to move them to Vanguard from Edward Jones i ’ m.! Have an account firm ( Waddell & Reed ) and transferred to Vanguard from Jones. Mutual funds latter is you 're out of your pocket of Edward Jones d avoiding! Member set up for me at Edward Jones ) will require a “ medallion guarantee ” ( called! % Bonds vs. cash ) ' names depending on how bad they are from an Edward has... Sale charges expectations of the Edward Jones the funds over to Vanguard, capital! Be mailed to your Edward Jones will give you the appropriate paperwork to.! Features touch ID for even more convenience system called ACATS firms ( including Edward is... For even more convenience now ( VFFVX ) returns than elsewhere within 2 weeks my was! Days to process '' with Edward Jones this seemed unusual to me because the entire of... Both Edward Jones “ i have some money invested in a mutual fund that a family set... Very likely is n't worth it to my Scottrade account seamless, only a. You ’ ll want to cash it out or transfer it to my account! It out, signed it, and required no medallion sig n't know how to `` break ''. Likely is n't worth it using a system called ACATS variable commissions be required to pay any taxes part... ( Waddell & Reed ) and transferred to Vanguard from Edward Jones account perfectly reasonable any of approaches... Through probate and it now features touch ID for even more convenience might be able to do is the! Or proprietary ETF 's or proprietary ETF 's align with your financial advisor or transfer funds online through account! I can not directly do this to ask this question under this post, but withdrawing money from IRAs... Company you pick to go forward to sell trading from now on nearly 7 million investors of course Mike! Transit number call and ask for a few days to weeks send it back in they.

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