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Personal Investments • Ins and Outs of Transfers Between Banks and Brokerage

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I am planning to fund online brokerage accounts from my online bank cash accounts. As time goes , I would transferring from Brokerage to bank. What is best way to get problem free transfers ?

I have one existing Etrade bank and brokerage and plan to open a new one at Fidelity or Schwab.

Some questions I have are:

Pull vs Push (I would think pull is better)?
Linking Accounts one time transfer Broker to Bank or vis versa ?
For a push, what security concerns if banks require to login to external account with ext acct password.
How long should a complete transfer ?
What are the typical notifications of the Process?

Statistics: Posted by thinkker — Wed Sep 18, 2024 11:52 am — Replies 3 — Views 179



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