Currently have a roll over IRA and individual TOD accounts that are managed by fidelity agent. Hasn’t grown very much in the last four years. Want to get rid of fidelity managing it and starting self management. Any suggestions on how should I go about this? What should I let fidelity know to stop managing?
original posted by Reallyhouda to r/personalfinance on Wed, 06 Mar 2024 03:25:51 GMT.