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Old Aug 8, 2002 | 3:05 pm
  #12  
goodknight
 
Join Date: Feb 2002
Location: Chgo/Honolulu
Programs: UA1Kmm
Posts: 133
When tfrng brokerage accts, and to avoid lost interest on cash, it would be best to tfr any other assets which might be held at the firm. Perhaps stocks, bonds, mutual funds. Quite often the receiving firm will reimburse you for any termination fees charged by first firm. Maybe arrange an individual plus a joint account. IRA account doesn't qualify. Have done this several times with same assets.
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