u/ChrisR49

I have an older self-managed Brokerage Account that is not performing as well as the Advised Brokerage Account I have. I am no longer actively investing in the self-managed account, but it does hold a significant portion of my total portfolio.

How hard would it be to merge those accounts into just one Advised Brokerage Account? Will I need to liquidate all my positions and take whatever tax hit to move the funds? Or is there some way to combine the accounts and let the AI Advisor sell and reinvest my "bad" decisions when the tax hit is minimal?

I tried poking around the website and didn't see anything obvious, but I'm probably just missing the obvious solution.

Thank you.

Visiting again next month and it appears that Pixeled Brewing has shut down since the last time I was in town. Are there any other barcade options near downtown or will Brewhalla and it's pinball tables be my only option next month?