What holdup? Sounds like the transfer proceeded smoothly.Looks like the holdup came from vanguard which doesn't surprise me as I have moved many to and from merrill edge with never a hiccup on their end.If there’s any holdup, I would guess it would come from Merrill. Although if you hold something odd in the IRA, that could cause issues too.
Given that the receiving brokerage assumes all the risk for ACATS transfers, I would expect some extra security.
Statistics: Posted by rkhusky — Fri Dec 08, 2023 10:25 pm — Replies 15 — Views 1052