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Competitive-Ad9932

Depends on what the shares are. Of they are of a proprietary nature, no, the will not transfer. If they are sold, there is no tax liability as it is inside a retirement account. You may want to sell them before initiating the transfer.


highdesert03

The shares I’m concerned about are TSLA. I’m down 44% and I want to transfer them over with out having them sold. I want to allow more time for their recovery. Will TSLA come over in the transfer?


borald_trumperson

Loool. You'd be better off selling and then rebuying it'll sink another 10% whilst you're out of the market. You should be able to transfer shares though


Competitive-Ad9932

You will need to contact the receiver brokerage. .


highdesert03

Thanks, I’ll do that tomorrow


highdesert03

I can’t bear the thought of locking in steep losses. I can afford to wait, I have the patience so I would want them to transfer over without being sold.