Long story short, I opened a Robinhood account in March and used it for a while but didn't like it. Probably made about 50 trades. Then, I withdrew all the money and moved over to M1 Finance where I had about 80 holdings in all of my pies. I haven't sold any holdings, have just been accumulating them. I have found that I don't really like their setup either and would like to move to Fidelity where I have my Roth IRA. I regret not doing that initially, but I've learned my lesson. How complicated will it make my tax situation if I switch over to Fidelity at this point considering the amount of trades. Or is it as simple as just switching over? Any words of advice would be appreciated. Thanks a lot!
Submitted August 27, 2018 at 08:17AM by ms1519 https://ift.tt/2wjeNgb
