If your parents still have EJ online account access, they should print out the cost basis information for each holding/tax lot in their EJ Taxable account. You/they want to be sure the cost basis information is transferred correctly to Fidelity and that their Fidelity Taxable account’s cost basis method is set to a specific identification method before buying or selling in the Fidelity Taxable account.
I found Fidelity to be more POA friendly than Vanguard which you will appreciate if you help them as a POA agent on any/all accounts or if they help each other as POA agent on individual accounts.
I found Fidelity to be more POA friendly than Vanguard which you will appreciate if you help them as a POA agent on any/all accounts or if they help each other as POA agent on individual accounts.
Statistics: Posted by HomeStretch — Fri Jan 19, 2024 6:57 am — Replies 23 — Views 1085