Posts  / #POST-217233
REDDIT

Transferring from E*trade to Fidelity ...

D
Jan 19, 2026 · 14:27

I currently have a newly converted roth @ etrade and a taxable account. I want to move to fidelity, mainly because of the sweep account and fractional shares. My husband also has his ira there. I can't move my taxable until next year due to a 2k promo I just recieved. My question is - should I move the Roth now or wait until next year and do both accounts at the same time? Any foreseable repercussions transferring the roth now and the taxable later? The roth is small, the taxable account is much larger. thx.