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REDDIT

Question: "Closed" Mutual Funds across brokerages

W
Dec 31, 2025 · 15:39

I have a very niche question and am curious if anyone has any experience. I'm hoping to slot a position in POAGX, which has a transaction fee on Schwab/Fidelity, but no transaction fee on JPMC. However, at JPMC, it's closed to new investors.

I'm curious if I could pay a one-time transaction fee at Schwab/Fidelity, and then transfer the assets over to JPMC, and continue trading with no fees?