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Re: Trasnferring IRA from Oakmark to Fidelity erryl  07-07-2008, 1:13 PM | Post #2536384
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Be sure that you make it crystal clear that you want a "transfer-in-kind" of the shares, not cash from the sale of the shares.  If this is a new account with Fidelity, you will have to fill out an application, in addition to the Transfer of Assets form.  If it is a Roth, don't identify it as a "Traditional IRA," they are not the same and you can't transfer from one to the other.

A number of investors HERE have done it.  If you have any questions, contact Fidelity... they should be happy to help you.

erryl

 

Topics Cash Fidelity investors Roth traditional IRA View Complete Thread
 
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