Personal Investments • Best way to handle Vanguard transition to brokerage platform?

1. Convert to brokerage. Why wait?
2. Convert to ETF
3. Transfer. I would actually transfer everything to Fidelity for the expanded support. Weekends, nights, and live chat

I was originally hoping to do it around Jan 1st to avoid additional tax forms, but that doesn't really matter much. Mainly I've delayed because I really like the old MF platform. I use it to track all my external investments as well (manually entered).

I did additional tax forms. No biggie. I missed the investment tracking too. I just created my own spreadsheet. It's fine.

Statistics: Posted by cacophony — Wed Apr 03, 2024 1:03 am — Replies 15 — Views 1311