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Explorer ○○○

account transfer

I have set up an automatic investment in AKREX in a taxable account at Schwab.   Vanguard does not allow automatic investment into non-Vanguard funds.   Eventually, I will want to consolidate my accounts and transfer my account in AKREX in-kind from Schwab to Vanguard (in-kind to avoid selling).   Is there anything I should be aware of in this plan/process?

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Re: account transfer

TOAs are easy these days ... usually online and paperless ... but be aware that Schwab will charge $25 per TOA (any number of specified assets) or $50 (entire account). You want to get the other guy to reimburse you for that, of course.

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