Originally Posted by bigjim
Does anyone know if you can transfer mutual funds into the Ameritrade Account without having to cash out? For example, I have IRA funds with Fidelity mutual funds - can I transfer those mutual funds to Ameritrade as custodian in order to be eligible for this promotion?
Currently, in the fine print on
www.ameritrade.com/spg, it states "Offer not valid for IRAs, trust or entity accounts...."
However, in another thread on the Ameritrade deal, it appears you CAN transfer securities from another brokerage or mutual fund company. So it's doable with non-IRA, non-trust accounts. There might be fees associated with this.