Fidelity - transfer

["AltyKosherbek.team - http://www.fmr.com/~AltyKosherbek.team" <http://dummy.us.eu.org/robert>]

Hi Robert,

Thank you for catching this and sending the statement.

I have a case manager Cheri Yu who will be reaching out with a docusign to
submit the transfer, if you miss her call, please call her back at
833-500-1041 X 11733.

There should be 3 positions that need to be sold - IVOL, JBBB, JMBS. Cheri
will need your verbal consent to sell those to transfer as cash. She
should be reaching out sometime today.

Thank you,

Alty Kosherbek
Financial Consultant
CA Insurance # 4301004
where-I-livempbell Investor Center

Schedule an Appointment <https://digital.fidelity.com/ftgw/digital/dasux/launch/meet-with?advisor=7449196
>

Fidelity Investments
851 East Hamilton Ave Suite 100
Campbell, CA 95008
Tel: 408.371.4611 ext 61083
Fax: 408.371.9157

Prashant Dholakia � Planning Consultant � 408.371.4611 ext 82428

Josh Richens � CRM scheduling appointments � 408.371.4611 ext 47294

IMC annual reviews � please contact Josh to schedule

Brokerage services are provided through Fidelity Brokerage Services LLC,
Member NYSE and SIPC. Investment advisory services are provided through
Strategic Advisers LLC, both Fidelity Investments companies.

--

Alty - for some reason, I don't think the rollover from Morgan Stanley
went through.  Going through my messages, it looks like I had contacted
you on Jan 22 2025, and I had said that the transfer was going to happen
on Jan 28 2025.

The email on Jan 22 2025 said that Sharon Harken was going to send me a
docusign, and I figured that I must've signed it (I cannot find a copy on
my computer) because I don't know how else I could've confirmed the Jan 28
2025 date.

In any case, I'm continuing to receive statements from Morgan Stanley with
a balance in alignment with previous balances.

I tried looking at activity in my accounts and I don't see that any money
was transferred from Morgan Stanley.

I'ill like to do this.  What steps need to be taken to complete this
transfer of money from my Morgan Stanley brokerage account to Fidelity?  I
attached my scanned-in statement in case this is helpful.

Thanks.