FlyerTalk Forums - View Single Post - Fidelity Bonus offers for airline miles & hotel points [EXPIRED March 31, 2017]
Old Oct 30, 2016, 4:43 pm
  #2321  
petey2428
 
Join Date: Nov 2011
Posts: 335
Sorry for a newbie question, but I currently have some stocks on etrade. I'm thinking about transfering them over to fidelity to take advantage of this offer. I do not trade regularly and feel apathetic about etrade as a trading platform.

1. Is etrade going to charge me any fee to transfer my stocks over?
2. Is this worth the 15k miles? I believe that this is a in kind transfer, so technically this shouldn't affect my investments/tax right?
3. Is this going to complicate my tax return?

Fidelity's commission is actually $2 cheaper, so this might be worth it. What do you guys think?

Thank you very much for your help!
petey2428 is offline