Advice on how to liquidate stock accounts?

arabrab
Sat, 01 Aug 2015 22:46:34 +0000

I’d second the suggestion of letting Fidelity or Vanguard handle it. Fidelity handled stock transfers just fine, and there was no need to liquidate them simply for the purpose of moving them.

We did have to get a Medallion Signature Guarantee from Fidelity in order to have the assets released by the (despised) Putnam.