Personal Investments • Cash at Fidelity

btw fsixx is available at Merrill Edge, but I read here a while ago that they'll block the transfer. Might be worth trying again for those with an account there in case something has changed. fsixx is the same fund as frsxx, just .04% lower yield

I successfully moved FSIXX from ME to Fidelity.

Please share how you did it! How much did you move?

I saw bongo's message that it might be possible and decided to give it a try. Here's how it went:

• I bought a small amount ($11.00) of FSIXX in ME to test the process.

• A day or two later, I initiated a transfer via Fidelity. My recollection on this part is a bit hazy, but I recall picking the "partial transfer" option and selecting the "transferring of a mutual fund" option. My guess is that the person who previously attempted may have selected the "cash" option instead.

• It showed up in my Fido Account and eventually settled. It wouldn't let me buy more before it settled, but I have successfully done so since.

Thanks again for sharing your experience. The $10 of FSIXX I transferred in-kind from ME showed up in my Fidelity CMA today, it is still unsettled and I am unable to add money to it yet. I assume once it is settled and I can exchange funds from FDLXX to FSIXX, then Fidelity will auto liquidate FSIXX like it does with FDLXX.

Statistics: Posted by anon_investor — Fri Jul 19, 2024 12:20 pm — Replies 119 — Views 21206

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