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by DakotaR 1467 days ago
Alternatively, use a brokerage that's been around for decades and doesn't employ these dark patterns.
1 comments

I agree, though these can deteriorate too. I've been with Vanguard for a while but was astounded as to how much the site and the customer support had degraded. Kind of worried about them but not enough to take a capital gains hit likely necessary to transfer the funds.
You can probably do an in-kind transfer (see [0] and the 4th FAQ at [1]) to another brokerage with no capital gains hit because you’re not actually selling the asset.

[0] https://finance.yahoo.com/news/kind-transfer-134617847.html [1] https://investor.vanguard.com/account-transfer/other-transfe...

You can do an in-kind transfer to move the assets over to a new firm without having to sell first. Definitely works for cash, stocks, mutual funds, and bonds. Not sure what else you can do it for
You don't need to liquidate and realize capital gains.