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Personal Investments • Moving Roth IRA to Schwab

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In the past, Schwab has offered transfer bonus or matched transfer bonus from other brokerage firms (i.e. ETrade) if arranged before the transfer occurs (see the mega thread on transfer bonuses).

With ETFs from other brokerage firms (i.e. VTI from Vangaurd) in Schwab accounts, the cash dividends are posted to your Roth settlement account about a week after they are issued by the originator of the ETF and reinvested by Schwab in same ETF one day later.

Statistics: Posted by chemocean — Tue Dec 19, 2023 12:06 am — Replies 2 — Views 213



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