My understanding is that I can simply need to print and send the letter/email from Every.org to Interactive Brokers, and they will facilitate the transfer.
One thing to note here is that end-of-year transfers can only be facilitated if the request has been made by the start of December. Another is that because I submitted my request too late in December, I will have to submit it again in January.
However, all things considered, if they do facilitate the transaction based on the submission of the email/letter shared from Every.org it will feel like a relatively straightforward process for me. However, maybe I’m going to find out later that there are some other complications in the process that I’ve missed?
If they set up an every.org page it looks straightforward? e.g. select stock on this
If you try the steps that follow it’s actually pretty annoying, unfortunately.
My understanding is that I can simply need to print and send the letter/email from Every.org to Interactive Brokers, and they will facilitate the transfer.
One thing to note here is that end-of-year transfers can only be facilitated if the request has been made by the start of December. Another is that because I submitted my request too late in December, I will have to submit it again in January.
However, all things considered, if they do facilitate the transaction based on the submission of the email/letter shared from Every.org it will feel like a relatively straightforward process for me. However, maybe I’m going to find out later that there are some other complications in the process that I’ve missed?
Good to know about Every, I just signed up for my org.