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Reply to "Where to move $ after Vanguard?"
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[quote=Anonymous]Yes. I M the poster above. That was the process and then fidelity told me to not go forward with the process (breaking news!) and do a different process. Believe me it was inconsistent stories right and left about what the right process was, but I was much more comfortable doing the new process where the fund request comes from fidelity and not through a termination action on my part. That termination method may in fact be legal but EVERYONE including my accountant, my lawyer friends, and fidelity reps thought it was a sketchy approach. [/quote]
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