Most of my holdings are in a Schwab account (formerly Ameritrade 🙁 ), but I also have a bunch of Southern Company stock directly through the company. Managed through shareholderonline or something.
Is it possible to transfer those SO shares into the schwab account so everything is in one place?
What is involved in doing this?
Any reason NOT to do this?
Just in case anyone suggests selling all the SO and then buying it back through Schwab, thats 100% not going to happen. I doubt anyone would have said that but just in case. It's transfer or leave as is.
