consolidate fund accounts

Aug 09, 2007 1 Replies
A

Hello, I need some advice from those in the forum.



I have several mutual funds, but with different fund companies/ brokers. I also have some cash in a few banks that are not paying good interest.



I would like to consolidate my mutual funds and cash accounts and choose 2 institutions. I would like to do IN KIND transfers for the funds and stocks.



Currently, I have one mutual fund with each of the below: Vanguard Fidelity T. Rowe Janus Brown



And a 401K retirement account with: Schwab



And some cash/stocks with ABWatley.



Which of the above companies is the best in terms of accepting IN KIND transfers from other institutions and not charging maintenance fees?



THANKS!!!



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R

Any of the fund companies will assist you in transfering funds from other financial instutions at no cost. Vanguard,Fidelity and T Rowe Price all are excellent companies with good customer service.Don't know about Janus or Brown. I consolidated all my funds with T Rowe Price last year. It was a personal decision having been with them for fifteen years. My wife has funds in Fidelity. The customers service has always been good with both companies. Have a savings account with Emigrantdirect paying

5.05% and can transfer funds to and from my checking account at my local bank.
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