If you want to play safe and avoid any conflicts of interest, should you close your trading account preemptively and open a mutual fund/ETF account through your firm or are you given the chance to roll over your holdings when starting? Would prefer not to liquidate my holdings now given market.
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Just move it over to whatever brokerage your firm allows. No need to close the account; all you have to do is initiate a transfer. You keep all your positions, and there is a fee depending on the brokerage (some of them will waive it if you ask).
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