My wife and I have a revocable trust. We also have two brokerage accounts at Fidelity. Both accounts are identically registered in the name of the trust. I use one account for the assets I manage; my wife uses the other account for the assets she manages.
Without getting into Why do you want to do this?, is it possible on Fidelity’s online platform to move an ETF (say, VOO) from my brokerage account to my wife’s brokerage account?
Without getting into Why do you want to do this?, is it possible on Fidelity’s online platform to move an ETF (say, VOO) from my brokerage account to my wife’s brokerage account?
Statistics: Posted by JeanM — Wed Aug 28, 2024 10:33 am — Replies 1 — Views 51