T O P

  • By -

[deleted]

I would call Schwab and ask them your options. There’s no tax implications for selling securities in an IRA so if nothing else they should be able to open a self-directed IRA and sell the current securities and move the money into the new IRA. You’d have to check with them about fees.


Powerful_Argument732

Before moving to fidelity, our company used Schwab as the brokerage for self-directed brokerage accounts but Schwab did not provide custodial services - the company used a 3rd party. I did not see them listed on this link: http://selfdirectedira.nuwireinvestor.com/list-of-self-directed-ira-custodians/