@BettermentHelp Hi. I was interested in transferring a small portion of my Roth IRA to another brokerage. If I transfer a number of shares from just one holding, will the overall portfolio automatically rebalance?
Hi Jim - When transferring a portion of your Roth IRA to another brokerage, you’ll be prompted to specify a dollar amount and then we’ll sell shares accordingly to keep your portfolio balanced. For more info on transferring out, feel free to visit our FAQ:https://www.betterment.com/resources/how-to-withdraw/#8 …