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i can't say enough good things about my dealings with fidelity the last 30 years nor enough bad things about my experience with a competitor ,who's name i won't mention .
Are you sure you talked to their trade desk? Tell them you had an account from Scottrade? Their stated trade fee's are $4.95 (same as Fido's), but there is an offer there you need to ask them about even if you're a buy & hold guy.
I spoke to a guy in the Schwab office near my office. At the end of the day though, it wasn't enough to be a better deal than the simplicity and convenience of fidelity and having all our accounts in one place (save for my 401k at work with T Rowe)
I literally make 5-6 purchases a year plus a couple options trades periodically. The savings weren't worth it for me.
I just noticed this as well on my transfer to fidelity. I'll need to contact them about crediting that.
Absolutely, it's a common practice for all broker-dealers to do it. You may get some push back if there is someone new, just politely ask for a supervisor. It'll take 2 min (once you get a hold of one).
i didn't close an ira , i only shifted some of it from fidelity . so i did not get charged for the ira . or the brokerage account when i shifted some of that .
on the other hand i shifted an old david lerner account years ago and david lerner charged a fee .
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