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    • How to Transfer a Brokerage Account

      Motley Fool via Yahoo Finance· 7 months ago

      Here’s how to transfer a brokerage account from one broker to another, how long it takes, and five things you should do to make the process as easy as...

    • How to Switch Online Brokers

      Investopedia· 1 year ago

      When you get to the account funding portion of the process, say that you are transferring an account from another broker. You’ll have to specify the broker you’re leaving, and provide a copy ...

    • Ask Stacy: How Do I Switch Brokerage Accounts?

      Money Talks News via Yahoo Finance· 2 years ago

      For more information on this topic, check out “8 Basics That Beginning Investors Must Know” and “Ask Stacy: How Do I Invest in the Stock Market?” You can also go to the search at the top of ...

    • Time to Minimize Your Tax Bill With Tax-Loss Selling

      TheStreet.com· 1 year ago

      The IRS has turned brokerage firms into their servants in recent years. The companies where you trade are now required to keep track of your cost basis, sales prices and profit and loss calculations ...