This firm seem like amateurs. I want to move a Fidelity IRA over. The account as a Fidelity money market as a core account but Tradier says they can't transfer it unless it's cash!!
It's a core account and for all practical purposes it is cash. Tradier uses a 3rd party for ACAT transfers and everything has to be done on paper forms. I did a similar transfer to e-trade all online with no problem.
Can Tradier be trusted? Are there concerns about their viability for the future. I don't get the feeling that they are on top of things.