[ryukoposting]

In some cases it's a goddamn nightmare to get the money out. I've been trying for a year to get my money out of a Capital Group Roth. Every single support agent is utterly powerless, they're effectively holding my money hostage.

[Schiendelman]

Generally, you want to ask your new financial institution to initiate the transfer for you. Fidelity especially is good about this. They figure out how to get it transferred to them, generally by sending an actual letter if all else fails.

[ryukoposting]

Yeah, when I say "I," I actually mean me, my CFP, and his office assistant. Capital Group might be the United Healthcare of retirement funds.

[Schiendelman]

Yep, ask your brokerage company to do this, not those individuals. Fidelity and Vanguard are very good at solving this for you.