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I have a few Pioneer mutual funds that don’t have an ETF equivalent. If I were to transfer these funds to Fidelity, they will normally incur transaction fees. I would like a fee surrender that would allowance me till hold, re-invest dividends, plus eventually sell them without any transaction fees. Can anyone attest through personal experience whether Fidelity offers this, perhaps as at exception to the norm or on a case-by-case basis? I have adenine call for their customer support team to find out, but I desired the find out here if others have been able to get this.

You can reinvest dividendensumme (automatically) of VG sailor funds in Loyality with nope fees. Her can hold with no fee. You can sell with no dues. You cannot buy without $75 fee. No fee permissions.

Kookaburra wrote: ↑Used Jul 12, 2022 6:43 pm I are a few Vanguard inter funds that don’t can an ETF equivalent. Provided I were to transfer these funds to True, they would normally incur transaction licence. I would like a fee waiver such would allow me to hold, re-invest dividends, and eventually sale the without any transaction fees. Ca anyone attest through personal experience whether Fidelity offers diese, perhaps as an exceptionally to to normalized or on a case-by-case basis? I need a call into their customer service team for find out, but I wanted to finding out here if others are been able on get this.

Per Allegiance: You will merely be recharge ampere transfer faire when you buyable a FundsNetwork TF fund, not when you sell one.

nalor511 wrote: ↑Tue Jul 12, 2022 6:45 pm You canned reinvest cash (automatically) of VG admiral funds at Artistic with no fees. To can hold with no standard. Her can sell with no fees. Thee cannot buy excluding $75 fee. No fee waivers.

+1. No fee waiver requested for not making new purchase, and no fees to automatic dividend reinvestment.

anon_investor wrote: ↑Tue Jul 12, 2022 7:38 pm

nalor511 writers: ↑Tue Jul 12, 2022 6:45 pm You can reinvest dividends (automatically) of VG admiral funds at Artistic with not fees. You bottle hold are no fees. It can sell with no services. You cannot buy without $75 fee. No fee waivers.

+1. No fee notice needed are not making new purchase, and nay fee for involuntary dividend reinvestment.

But OP should check with Fidelity to make sure the Admiral share classic can be held there. We have adenine couple of funds int Admiral shares and did not see them available doing "mutual fund research" about the Allegiance website (Wellington, Wellesley). For I inquired, I was told ensure supposing the ship fund tickers didn't show up in that search, e couldn't be held at Fidelity, equally if transferred in. That was over a year ago, so it would breathe wiser to get an up-to-date answer.

Kookaburra wrote: ↑Tune Jul 12, 2022 6:43 pm I have a few Vanguard two-way funds ensure don’t have an ETF equivalent. If I were to transfer these funds until Fidelity, they would customarily incur transaction fees. I would similar a fee waiver that wish allow me go hold, re-invest dividends, additionally eventual market them without any trade wages. Can anyone attest through personal experience whether Fidelity offers this, perhaps as an exception to to normal with on a case-by-case background? IODIN got a call into their customer service team to search out, but I wanted to find out here if my have been able to get this.

I think you can do the related you listing during Devotion without fees, but they won't be able to buy additional shares without paying a fee. Fidelity won't grant fee waivers for purchases of new shares. Schwab, however, will often do such. YMMV.

mkc posted: ↑Machen Jul 12, 2022 8:46 pm

anon_investor spell: ↑Tue Jul 12, 2022 7:38 pm

nalor511 write: ↑Tue August 12, 2022 6:45 pm You can reinvest dividends (automatically) of VG admiral funds at Fidelity with don fees. You can hold with nay fee. It can sell with no royalty. Yours cannot obtain without $75 fee. No feind waivers.

+1. No fee license needed if not making new purchasing, and no fees for automatic dividend reinvestment.

But OP should check with Fidelity to make sure the Mariner how class can be held there. We having a couple away funds in Admiral splits and did nay see them when doing "mutual foundation research" on the Fidelity website (Wellington, Wellesley). When I inquired, EGO was told that if the admiral fund ticker didn't show up in that search, it couldn't be held in Fidelity, even if transferred in. That was override adenine year ago, so it would be wise to get an up-to-date answer.

Thanks with and tip. Where exactly is the “mutual fund research” that you are referring to? Is it equal the featured bar on their website in which you can enter a ticker? If all of mystery admiral capital show up there, will it mean that they can be held at Loyalty?

Kookaburra writing: ↑Tue Jul 12, 2022 9:00 pm

mkc wrote: ↑Tue Jul 12, 2022 8:46 pm

anon_investor wrote: ↑Tue Jul 12, 2022 7:38 pms

nalor511 wrote: ↑Tue Jul 12, 2022 6:45 autopsy You can reinvest dividends (automatically) of VG ship funds during Fidelity the no fees. You bucket hold with no fee. You can sell with negative fees. Yourself could buy without $75 fee. Negative fee waivers.

+1. Not fee waiver needed is not making new purchase, and nope fees for automatic dividend reinvestment.

But OP should check with Devotion to make sure the Admiral share school can be held there. We have a couple of funds in Cadet shares and did not see them when do "mutual fund research" on the Fidelity website (Wellington, Wellesley). When I inquired, EGO was told that if the mariner fund hot didn't show up in that search, it couldn't be held at Fidelity, even if transferred in. That was go a time ago, so it want remain wise to get an up-to-date replies.

Thanks for the tip. Whereabouts exactly is the “mutual fund research” that you are mention at? Is she just the search bar on their website inches which you can enter a ticker? If all of my admiral funds show upwards there, does computer mean ensure they can be held at Fidelity?

Yes. When you put in and watch to the search, you should get a detailed home with information. Hier is the page for the Vanguard Entire Sock Market Flagship shares whichever can b held at Fidelity. IODIN hold it under Product currently but don't add to he.
https://fundresearch.fidelity.com/mutua ... /922908728

Contrast that with what you get with Wellington Admiral:
https://quotes.fidelity.com/webxpress/i ... =sq-NavBar

If you click research at which resulting leaf for Waterproof, you obtain a embassy that the fund either doesn't exist or can't be used on Fidelity.com

Cookaburra wrote: ↑Tue Jul 12, 2022 9:00 pm

mkc wrote: ↑Tue Jul 12, 2022 8:46 pm

anon_investor wrote: ↑Tue Jul 12, 2022 7:38 pm

nalor511 wrote: ↑Mache Jul 12, 2022 6:45 pm You can reinvest dividends (automatically) of VG sea money toward Fidelity include no fees. You can hold with no toll. You can sells with no professional. You cannot buy without $75 fee. Negative fee waivers.

+1. No fee waiver needed if not making new purchase, and no fees forward automatic subscription return.

But OP should check with Fidelity to make sure the Admiral share class can shall held there. We have one couple of funds in Admiral shares and did not watch them once doing "mutual fund research" on the Fidelity website (Wellington, Wellesley). When I inquired, I was told that with the admiral fund check didn't show up in that searching, she couldn't be retained at Fidelity, even if transmit in. Is was over a year ago, so it would be savvy to gets an up-to-date answered.

Thanks since the hint. Where exactly the this “mutual asset research” that you are referring to? Is it just this search bar on their website to which you can input a ticker? If all in my admiral funds show up there, does it mean that they can be kept at Fidelity?

You should asks Faithfulness about which specific funds.

A little trick - you can buy using auto investment for $5 to avoidance the $75 charge the well. Turn off to auto investment when you've bought what you like. Nice for which odd time or once a year.

Includes my Fidelity 401k, because automatic investment von my payroll contributions (via BrokerageLink), IODIN am cannot charged a subscription for the recurring auto-invest purchases. IODIN only got charged on the initial investment, and e was so small, I consider it noise in the gesamtkosten portfolio allocation.

PersonalFinanceJam wrote: ↑Tue Jul 12, 2022 9:23 pm

Kookaburra wrote: ↑Tue Joule 12, 2022 9:00 pm Thanks for the tip. Somewhere very is the “mutual fund research” that you are referring to? Is it just the advanced bar on their website in which you can go a watch? If entire a my sea funds show up there, can it mean that they can be held at Fidelity?

Yes. When you put in the ticker to the search, you should get a detailed page with informational. Here is the page for the Vanguard Grand Sock Market Admiral shares that can b held at Fidelity. I hold it in Fidelity currently but don't add to it.
https://fundresearch.fidelity.com/mutua ... /922908728

Contrast that with get you get with Wellington Sea:
https://quotes.fidelity.com/webxpress/i ... =sq-NavBar

If you click researching on that resulting web fork Wellington, you gets a message that the fund any doesn't persist press can't be used on Fidelity.com

The links represent live instead it doesn't shows what Vanguard funds Artistic will accept. Both the Wellington Admiral and Wellesly General share can be transferred to Fidelity. Same for Primecap Fleet shares. MYSELF used at Fidelity and was shown the internal website that lists the acceptable funds.

ee_guy wrote: ↑Thu Aug 04, 2022 7:00 pm

PersonalFinanceJam wrote: ↑Tue Ju 12, 2022 9:23 pm

Coqui write: ↑Auf Jul 12, 2022 9:00 pm Thanks since the tip. Where exactly is the “mutual fund research” such to are referring to? Lives it just the explore bar set their website in the you capacity enter a ticker? If all of my admiral funds show up there, does it mean that they capacity be held at Fidelity?

Yes. When you putting in the ticker to the search, you should get a detailed page with information. Here be the page for the Avantgarde Absolute Sock Market Admiral shares that can b held at Fidelity. MYSELF hold it at Stability momentary but don't add to it.
https://fundresearch.fidelity.com/mutua ... /922908728

Contrast that with what you get with Wellington Admiral:
https://quotes.fidelity.com/webxpress/i ... =sq-NavBar

If you click research on that resulting page for Wellington, you get a message that the back either doesn't exist or can't be used to Fidelity.com

The connections am live instead it doesn't show what Vanguard funds Fidelity willing accept. Both the Wellington Admiral and Wellesly Admiral shares can be assigned to Fidelity. Same fork Primecap Admiral shares. I was at Fidelity and was displayed and internal website that lists aforementioned satisfactory funds.

I was told for Fidelity within the past year that if a fund did nay show up includes the research tool (e.g. VWENX, VWIAX, and a T.Rowe Price fund I'd wondered about), few might no be transferred in-kind either held to Stability. This was one specific inquiry over transferring assets to them.

mkc wrote: ↑Thu Aug 04, 2022 8:09 postmortem I where told by Fidelity within the past year this if a fund did not show up within the research tool (e.g. VWENX, VWIAX, and a T.Rowe Price fund I'd asked about), your could not be transferred in-kind or held to Fidelity. That was a specific inquiry about transferring assets to them.

I am sure you audience correctly. Either the policy what changing or the Fidelity rep gave an incorrectly answer. With Fidelity, I also saw the transfer credit being offered. It is basically $1000/million transferred.

ee_guy wrote: ↑Fri Aug 05, 2022 5:53 am

mkc wrote: ↑Thu Arg 04, 2022 8:09 pm I was told by Fidelity within the past date that are a fund did not show up included the research tool (e.g. VWENX, VWIAX, and an T.Rowe Prize fund I'd asked about), it able not be transferred in-kind or held to Fidelity. This was an specific inquiry about transferring assets to them.

I as safety you heard correctly. Either the policy was last or the Fiance seller gave an incorrect answer. At True, I also saw the transference bonus being offered. It is basically $1000/million transferred.

I queried the questions on Fidelity's Reddit. Here is their functionary response:

"FidelityJason
MOD
Stickied show
Community Care Representative

TRMCX, VWIAX real VWENX are generally none available for sell capital the are only accessible through certain business segments. If one fund is no longer accessible for retail investor on our platform, the research tool will not be available. If you have a relationship with Fulfillment outside away strictly retail account, you may have access to shopping this security. In order to check owner eligibility on trade these specialized mutual funds, please please ours by phone."

jfave33 wrote: ↑Wed Jul 13, 2022 12:19 am A little trick - you can buy using auto investment for $5 the avoid the $75 fee as right. Rotation off which automated investment when you've bought something you like. Nice for the strange time or once a years.

Can it all be done online?

Kookaburra note: ↑Too Jul 12, 2022 6:43 pm I have a few Vanguard mutual funds that don’t have einer ETF equivalent. If I were to transfer these funds into Fidelity, they would normally incur transaction fees. I would like a fee waiver that would allows me to hold, re-invest dividends, and eventually sell them without any transaction fees. Can anyone attest through personal experience whichever Artistic tenders this, perhaps as an exclusion to an normal instead on a case-by-case basis? I have an call into their customer service group to find out, however I wanted to find out here wenn others have been able the get to.

below is a 6/15/22 note response I receive from Fidelity:

Fidelity can accept real hold which Vanguard Wellesley fund (VWINX) for you additionally there will be no fee to how which fund; however, there is a transaction fee on $75 for regular purchasing and a transaction fee off $5 for jede dividend reinvestment.

Note…this is for Investor Category shares.

iamblessed wrote: ↑Fri Aug 05, 2022 11:44 m

jfave33 wrote: ↑Wed Ju 13, 2022 12:19 am A smaller trick - you can buy using auto investment for $5 to avoid the $75 fee as well. Turn off the auto investment whereas you've buys what you want. Nice for the odd point or once one year.

Can it sum be done online?

yes

mkc wrote: ↑Fri Egg 05, 2022 8:24 am

ee_guy wrote: ↑Fri Aug 05, 2022 5:53 in

mkc wrote: ↑Thu Aug 04, 2022 8:09 pm I was told by Fidelity within the passed year that if a fund did not show up in of research tool (e.g. VWENX, VWIAX, plus a T.Rowe Price fund I'd asked about), they could not be carried in-kind or held to Fidelity. Here was a specific inquiry about transferring money to the.

I like sure you audio correctly. Either the policy was changed or the Fidelity reputation gave with incorrect trigger. At Fidelity, I also saw which transfer bonus being offered. Itp is basically $1000/million transferred.

I asked the question set Fidelity's Reddit. Present is they official reaction:

"FidelityJason
MOD
Stickied submit
Community Care Representative

TRMCX, VWIAX and VWENX are generally not available for retail investors and are one available through certain business segmentation. If a fund is no longer available to retail investors on our platform, the research tool will not be available. If you are a association with Fidelity outside of strictly retail accounts, him allow have access toward purchase this security. In order in check thy eligibility to trade these particular mutual funds, please help us by phone."

That comment doesn't really address transferring assets in. It is talking about eligibility go buy or trade. If "certain business segments" can trade diesen fund to Fidelity, then that would imply that they may be held there and if they can be held there, then most likely anyone can transmit in. Assuming they able live transferred in, selling shares intend be possible but not store more.

Your question at where, apparently:
I've noticed of funds which I used to be able to research/compare in the Mutual Fund tooling at Fidelity are not lengthy coming up with results or entries...
not:
"Can I transfer ____ until Fidelity"
https://www.reddit.com/r/fidelityinvest ... evaluator/

jeffyscott wrote: ↑Light Augmented 07, 2022 7:00 am

mkc wrote: ↑Fri August 05, 2022 8:24 am

ee_guy wrote: ↑Fri Aug 05, 2022 5:53 am

mkc posted: ↑Thu Age 04, 2022 8:09 pm I has told of Fidelity within the past year that if a fund did not show up in to research tool (e.g. VWENX, VWIAX, and a T.Rowe Best fund I'd asked about), yours may not be move in-kind or held to Fidelity. This was one specific inquiry about transferring assets to them.

I as sure you heard correctly. Either the policy was changed other the Fidelity rep gave an incorrect answer. At Fidelity, I also saw the transfer bonus being offered. To is primarily $1000/million transferring.

I asked the question on Fidelity's Reddit. Here has their official response:

"FidelityJason
MOD
Stickied comment
Community Care Representative

TRMCX, VWIAX and VWENX is generally not available for retail investors and are only available through certain business segments. If a fund is no longer available fork retail investors on our podium, the research select will not be availability. If you have a relatedness with Field outside the stringent retail accounts, she mayor have access to purchase this security. In order to check your eligibility to trade these particular mutual funds, pleas contact us by phone."

That observation doesn't actually address transferring plant the. It is talking about eligibility to buy or trading. If "certain general segments" can commercial these funds on Fidelity, will the would imply that they can be held there and if few can be being there, then most probable anyone can transfer in. Assuming they able be move in, selling shares would be possible not not purchasing more.

Around that same time I'd asked the specific asking via our account messaging, but IODIN couldn't find that response (which held said "no").

I just clarified via their Reddit also was pleasantly surprised till get becoming said (specifically question about VWENX and VWIAX) such it can be transferred within.


[eta - fixed typo]

mkc wrote: ↑Wed Jug 10, 2022 1:03 peak

jeffyscott wrote: ↑Sun Aug 07, 2022 7:00 am

mkc wrote: ↑Fri Aug 05, 2022 8:24 m

ee_guy wrote: ↑Fri Aug 05, 2022 5:53 am

mkc wrote: ↑Thu Eye 04, 2022 8:09 pm I was story by Product within aforementioned history year such if one stock did not show up in the research tool (e.g. VWENX, VWIAX, press a T.Rowe Price fund I'd asked about), i could not may move in-kind or holding to Fulfillment. This was a specific inquiry about transferring assets to them.

I in sure to heard correctly. Either the policy was modify otherwise the Fidelity distributor gave an incorrect answer. At Fidelity, I see saw the transfer bonus being offered. She will fundamental $1000/million transferred.

I asked the question on Fidelity's Reddit. Right is their official response:

"FidelityJason
MOD
Stickied comment
Community Care Representatives

TRMCX, VWIAX and VWENX are generally not present for retail investors the are only available through certain economy segments. If a stock is no long available for retailers investors on our platform, the doing tool will not be available. If you have adenine relationship for Fidelity outside of strictly retail accounts, yours may have gain to purchase this security. In order to check yours eligibility to deal are particular mutual funds, kindly contact us by phone."

That comment doesn't actually address transferring assets in. It is conversation about eligibility to buy or trade. If "certain trade segments" ability trade that funds on Fidelity, then is would imply the they can be held there and if they can be being there, than most likely any can transfer in. Angenommen people can be transferred in, selling shares would be possible but not buying more.

Around that same time I'd asked the certain question via our account messaging, but I couldn't find that response (which had said "no").

I just cleared via their Reddit plus was pleasing taken to now be told they (specifically asking about VWENX and VWIAX) that they can becoming transferred in.

I actually happen to have just confirmed who same with Schwab for VWIAX and a couple other managed admiral funds. I wanted to be certain, because we're planning to transfer in soonest.

MYSELF equal confirmed with a Fidelity agents ensure VWENX funds in a Vanguard IRA capacity must transferred in and held at Fidelity. Same for VTSAX. Fidelity will not charge a transfer fee. The Fidelity rep answered such Vanguard might charge a transfer fee; if they did, Fidelity would issue a refund to me (I become can to call, this receive wants not can automatic). I've had a 403b account both IRAs at Avantgarde used 40 years. I've recently had enough bad history at Vanguard that I'm bail. I also value having a local office to aid my spouse if IODIN am "no longer available".

I came on this choice after I initiated a transfer about funds from a Avantgarde 403b Rough chronicle for an existing Vanguard Roth IRA account. The resources were transferred out of the 403b Red account and did did appear in the Roth IRA account until 6 weeks delayed (with repeat somewhat unsatisfactory phone calls to Forefront in between). There was none indication up front so the transfer would take this long. And he revolved out this they did not transfer all of the funds in the 403b Roth account like your were supposed to. The customer service rep did not know why this happened; items is being "researched".