Generally, you want to ask your new financial institution to initiate the transf... | Hacker News

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Schiendelman 8 months ago | parent | context | favorite | on: Guideline has been acquired by Gusto

Generally, you want to ask your new financial institution to initiate the transfer for you. Fidelity especially is good about this. They figure out how to get it transferred to them, generally by sending an actual letter if all else fails.

ryukoposting 8 months ago [–]

Yeah, when I say "I," I actually mean me, my CFP, and his office assistant. Capital Group might be the United Healthcare of retirement funds.

Schiendelman 8 months ago | [–]

Yep, ask your brokerage company to do this, not those individuals. Fidelity and Vanguard are very good at solving this for you.

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