Transfer stock from etrade to another brokerage
I'm considering consolidating my assets with a single broker; is there any way I can transfer the shares I own to another manager? The trick is that each ESP purchase has a 2 year period before I sell to get the lowest tax rate.
I don't want to incurr any additional fees. You own the shares, so you can generally do what you want with them.
Just be very careful about recording all the purchase and transfer information so that you can deal properly with the taxes. By posting your answer, you agree to the privacy policy and terms of service.
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Can I transfer my Employee Stock Purchase Plan assets to a different broker? Am I doing something that is possible?
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LamonteCristo 4 You already purchased the stocks, but you want to transfer them from one broker to another without triggering a taxable event, right? Probably ought to consult with your tax adviser. I probably ought to consult with mine, too. Of course, there's definitely no harm in holding it for longer, save for the additional exposure to risk.
Well, and possible tax increases. I'm not selling the positions in the stock, just transferring them to a different money manager.
My goal is to have a significant amount of cash at a single bank before I ask them for a mortgage, credit card, etc. A transfer is allowed on my plan after 90 days.
kysiqubonypun.web.fc2.com | Transferring your Brokerage Account: Tips on Avoiding Delays
It appears that the rules are plan specific. I use Morgan Stanley for my ESPP, and they distilled the rules to me in a easy to understand language. Sign up or log in StackExchange. Sign up using Facebook. Sign up using Email and Password. Post as a guest Name. In it, you'll get: The week's top questions and answers Important community announcements Questions that need answers.
I just called them, and they will maintain the purchase history for tax purposes. MathOverflow Mathematics Cross Validated stats Theoretical Computer Science Physics Chemistry Biology Computer Science Philosophy more 3. Meta Stack Exchange Stack Apps Area 51 Stack Overflow Talent.