tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/1162-changing-brokersInfinite Kind: Discussion 2016-11-14T20:10:19Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/405388582016-08-15T13:33:51Z2016-08-15T13:33:51ZChanging Brokers<div><p>Hi Paul,</p>
<p>In your case where you would be moving all of your holdings from
one broker to another, it may serve you better to just change the
particulars of the account so as to reflect the new brokerage.</p>
<p>You could make an annotation in the 'Comments' section of the
account as to the transfer date and any other relevant
information.</p>
<p>HTH -Kevin N.</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/405388582016-08-15T20:01:07Z2016-08-15T20:01:07ZChanging Brokers<div><p>If the entirety of your holdings are just being moved from one
broker to another , then Kevin's advice is sound. Just edit the
account with the new broker info.</p>
<p>Tom Freeman<br>
Infinite Kind Support</p></div>Tom Freeman