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Comment by radicalcentrist

6 months ago

They have an option to do an ACATS to another brokerage account. They do not mention specifically, but it looks like this would be considered a stock transfer "in kind" which should not be considered a taxable event.

https://old.reddit.com/r/Fidelity/comments/la7tj6/can_someon...

https://cash.app/help/5026-transferring-stock-to-another-bro...

1 comment

radicalcentrist

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donatj  6 months ago

Oh interesting! Thank you kind stranger

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