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?
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.