At Schwab, it looks like I can buy both WGIFX and RBCUX. I would guess this means you could transfer them in-kind to Schwab. Maybe not. But it might not hurt to check whether Schwab or Fidelity can transfer the account in-kind before incurring capital gains.
2a, yes the entire September account and all funds in it cannot be transferred in kind.
Statistics: Posted by jj45 — Sun Jun 16, 2024 12:10 am