The account-transfer tag has no wiki summary.
2
votes
2answers
26 views
Move self-directed RRSP account to another institution while avoiding transfer out fee?
I'd like to move my self-directed RRSP account from one institution to another. My current broker charges the common $125 for transfer out using the T2033.
To avoid this fee, I'm considering ...
0
votes
1answer
28 views
If I transfer brokerages for a taxable investment account, who is responsible for sending Form 1099s?
I am considering transferring brokerages for a taxable investment account. Will the new brokerage be responsible for sending me all Form 1099s for tax year 2013? Or is the old brokerage still ...
5
votes
2answers
286 views
When bookkeeping, which transaction date should I use from my bank statement?
When reconciling my bookkeeping with my bank statement, should I use the date the transaction occurred or the date the bank processed the transaction?
Also, which date should I use when transferring ...
4
votes
1answer
1k views
Can I transfer money from my prepaid Visa gift card to my debit card?
I bought a prepaid Visa gift card to add money on my phone account. It turns out I can't do this because the gift card can not be processed by my phone company because the card does not have my ...
3
votes
2answers
135 views
Can I roll back an accidental brokerage & retirement account transfer?
I transferred my accounts (Brokerage + Traditional IRA + Roth IRA) from E*Trade to Edward Jones in full. I didn't realize a couple things in the process:
That fees would be assessed ($180).
That the ...
