The best is to open an IRA at Fido first and then

fill up a rollover form (trustee to trustee transfer with your bank IRA account info) from Fido side after your bank CD matures. Just put your CD from your bank into saving, checking and/or MM when it matures (you should have 10 days or so for grace period to do so), ready for Fido to pull fund from. Once in Fido IRA, you can choose many options like ETF, stocks, bonds etc. If you would like to keep the same type of CD, Fido has brokered CD, T bills, which is usually better than bank CDs and no fee as well. Hope it helps.

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• 明白了，謝謝xlfan11. -MrsKwok- ♀ (0 bytes) () 01/22/2023 postreply 15:16:31