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re: What are the steps of leaving Edward Jones and moving to Vanguard?

Posted on 12/22/16 at 10:11 pm to
Posted by foshizzle
Washington DC metro
Member since Mar 2008
40599 posts
Posted on 12/22/16 at 10:11 pm to
quote:

paying about 1.3% in fees after examination which he said was not bad and was surprised I had that with EJ


I am surprised too, normally it's much worse than that. To be fair to EJ, small accounts do come with high fees.

But to answer your question, moving your account should be very easy, just talk with Vanguard, Schwab, etc.
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