How to transfer assets from Vanguard to Fidelity?

I will be transferring all my Vanguard assets to an existing account at Fidelity. How should I do this in Quicken?

Best Answers


  • volvogirl
    volvogirl SuperUser ✭✭✭✭✭
    How will they do the transfer?  Are you selling Vanguard and buying into Fidelity?  Is this in a IRA, 401K or a retirement account?  

    I'm staying on Quicken 2013 Premier for Windows.

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    Are you moving securities from Vanguard to Fidelity?  Or Cash?
    Do you hold Vanguard funds?  Or stocks/bonds/cd/etc?
    Have you already made this transaction in real life?
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • Gary LeMann
    Gary LeMann Member ✭✭
    The transfer will move all Vanguard mutual funds, as they are, to Fidelity in late Jan or Feb. No stocks, bonds, or IRA's involved.
    Jim Harman: I assume each individual fund in my account is to be transferred one at a time.
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