consolidate fund accounts

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!!!

Reply to
ap
Loading thread data ...

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.
Reply to
rpmaci

BeanSmart website is not affiliated with any of the manufacturers or service providers discussed here. All logos and trade names are the property of their respective owners.