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/ #POST-203482
REDDIT
We have shares in Putnam and we would like to transfer them to our Schwab brokerage account.
We’ve had those shares since we were young. They performed well, but I think we could do even better by managing them ourselves, especially considering the costs.
Is it possible to transfer all our shares directly to our brokerage account in Schwab? I assume that if we transfer them to our checking account first and then move them, we’ll have to pay taxes on the profits we’ve made over the years.
If anyone is familiar with the process, is it possible to do everything online?
Thanks!