I want to gift some shares to my daughter. We have accounts at both Vanguard and Fidelity.
I started with my Vanguard account and did the whole thing online in less than 5 minutes. However, at Fidelity, it was rather complicated and I needed to fill out a physical form, sign and mail it.
I wonder if I should transfer my shares to my Vanguard account first and gift those shares back to her Fidelity account online.
Suggestions, please!
I started with my Vanguard account and did the whole thing online in less than 5 minutes. However, at Fidelity, it was rather complicated and I needed to fill out a physical form, sign and mail it.
I wonder if I should transfer my shares to my Vanguard account first and gift those shares back to her Fidelity account online.
Suggestions, please!
Statistics: Posted by infotrader — Sun Dec 17, 2023 9:41 am — Replies 2 — Views 63