FoundationsStock Alerts + Tools0:45Accounts

Moving an Account Without Selling It

A transfer moves positions in kind rather than liquidating them, which preserves both the tax position and the cost basis — if it goes right.

0:45 · 6 scenes

This lesson is part of a Stock Alerts + Tools plan.

What the lesson covers

0:00You can move a brokerage account without selling a single position.
0:05Why in kind matters. Selling to move creates a taxable event and resets every holding period.
0:14The process. You instruct the receiving firm, and they pull the account from the old one.
0:23What can go wrong. The cost basis is the piece that most often fails to arrive with the shares.
0:32The check to run afterwards. Verify the cost basis and holding periods arrived correctly, in the first month.
0:40Transfer in kind, then verify the basis came with it.

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