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!!!