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REDDIT

Does anyone know about brokerage transfers?

B
Mar 3, 2025 · 04:49

Hello,

I’m thinking of transferring my account from Morgan Stanley into RobinHood and was wondering if anyone has done anything similar - Would my cost basis and tax lots transfer automatically, or would this be entered manually? I opened Morgan Stanley account in 2013. Tried to look online but found conflicting answers. Any help is appreciated, thanks