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Questions tagged [account-transfer]

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0
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2answers
30 views

Can one transfer an assurance-vie account to another bank as a US permanent resident (green card holder) and French citizen?

Can one transfer an assurance-vie account to another bank as a US permanent resident (green card holder) and French citizen?
1
vote
0answers
15 views

Can one transfer a plan épargne logement (PEL) to another bank as a US permanent resident (green card holder) and French citizen?

Can one transfer a plan épargne logement (PEL) to another bank as a US permanent resident (green card holder) and French citizen?
0
votes
1answer
70 views

Rolling over Traditional IRA and timing

I have a 401k at work. I also have a Traditional IRA. Both have losses. However, the 401k at work has much fees and expenses. Also it has larger pool of funds to choose from. I want to consolidate ...
3
votes
3answers
447 views

What happens when I move my ISAs?

I’m looking at opening an ISA (stock & shares), and I started wondering what happens with the perks (tax free) when I move ISA accounts around. For simplicity let's assume that ISA allowance is ...
2
votes
1answer
60 views

Canadian RRSPs Transfer

Can I move my Canadian RRSP savings to the UK without incurring heavy taxation? If so, how can this be done? Thank you. (been going round in circles on the internet with this question).
-1
votes
0answers
93 views

Transferred Roth IRA account to Fidelity - cash debit balance

So last year I transferred a Roth IRA account from the bank where I had opened it to Fidelity in order to more easily track my retirement savings. Everything went through fine, except when I look at ...
4
votes
2answers
257 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
269 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 ...
6
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4answers
5k 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 ...
7
votes
2answers
32k 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 ...
4
votes
2answers
200 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 ...