“Moving $1M+ VTSAX to Fidelity”

Item: Moving $1M+ VTSAX to Fidelity
Rating: 5
Author: u/Agreeable_Page_7732

What Actually Happened

Moved $1M+ VTSAX to Fidelity due to poor customer service

What I wish I knew

"More about cost basis and tax implications"

Advice to Someone Facing This Now

If I could tell you one thing

"Research thoroughly before making similar moves"

Regret Index

5/10

Significant downsides.
Complicated feelings about the outcome.

SettledMixedSevere

Advice for Someone Facing This

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Discussion

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Financial Category

337

Financial decisions logged. Avg regret 5.8/10 across the category.

Same Outcome Band

13%

of Financial decisions land in the mixed band the same as this one.