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How to Switch Brokers and Move Your Investments

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If you have an account at an online broker and you haven’t checked out the competition in a while, now’s the time.

A recent price war saw several major brokers dropping their commissions by several dollars a trade, and there was one clear winner: investors, especially those willing to transfer their brokerage accounts. Doing so could save you considerable cash, especially if you’re a frequent trader.

Even if you’re a buy-and-hold mutual fund investor, it’s time to look around, because commissions aren’t the only thing dropping. Expenses on funds from companies such as Charles Schwab, Vanguard and Fidelity have hit record lows.

But inertia is powerful, and it often kicks moving your brokerage account to the bottom of the to-do list. This...

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