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the_beluga_whale OP t1_j6odt3o wrote

Reply to comment by GaylrdFocker in ROTH IRA- 100% FAGAX (Fidelity Adv Growth Opport CL A) by the_beluga_whale

I just sent them an email terminating my services with them. I already have a ROTH IRA managed by NWM, trying to see if I can have full access to it. Also, cancel my whole life insurance with them.

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Upset-North-2211 t1_j6ohgjf wrote

You don’t need to contact NWM. Just setup a Roth account at a discount brokerage, and initiate a Full Account Transfer. You will need to provide a NWM statement with the transfer form.

However you will need to contact them to cancel the whole life policy. You won’t get any money back from your premiums paid. Consider these premium $s paid as a stupid tax. You won’t make this mistake again.

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