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This answer is from I want to switch my IRA and Roths away from Smith Barney/Citigroup

Robert Schmansky, CFP®Napfa_small
Expert Partner
5 months ago

A low-cost brokerage should be able to transfer many of the assets over as they are if you are simply trying to move out of the company, and not the investments. Contact a broker like Scottrade or Schwab and they'll typically do that work for you. Rahwa makes a great point that fees and choices will be different, as will be support if you need investment related guidance.

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