#Investing #Jarden #Hatch #USshares
Hey there! 👋 Are you also in a predicament about what to do with your investments in US shares through Jarden now that they are transitioning to Hatch? I totally get it! Here are a few things to consider and some possible solutions:
– Since your costs are under the 50K threshold, you might not think that there’s an issue. But with the market price going over, selling through Hatch could potentially put you over the threshold. 😬
– One possible solution could be to transfer your holdings to another provider before the move to Hatch to avoid any potential issues. But, of course, there could be fees and other factors to consider in this decision. 🤔
– On the other hand, waiting until after the move to transfer your holdings might also be a viable option. It really depends on your risk tolerance and long-term investment goals.
What are your thoughts on this dilemma? Have you considered any other solutions? Let’s chat and see if we can help each other out! Thanks for sharing your insights and time. 🌟
I understand that selling through Hatch would put the money in your holding account, which is invested, so any of your sells would result in buys of the “money market” fund they park your cash in.
your cost value shouldn’t change just because the platform holding them has.