Real ChatGPT answer · index seedC9eZSX0dbhAcompleteFinance and banking · retirement accountsinformational
My TD Ameritrade account recently moved to Charles Schwab, so how do I transfer those retirement assets over to my new Fidelity Roth IRA without triggering a fee?
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Fan-out diagram
The searches the AI actually ran for this prompt.
SEED QUERY
My TD Ameritrade account recently moved to Charles Schwab, so how do I transfer those retirement assets over to my new Fidelity Roth IRA without triggering a fee?
3 real searches · 1 real-search pass
Charles Schwab outgoing account transfer fee ACATS IRA 2026 official fee scheduleGoogle ↗
OBSERVEDReason
Fidelity transfer IRA from another firm fees reimbursement transfer of assets Roth IRA officialGoogle ↗
OBSERVEDComparison
IRS transfer traditional IRA to Roth IRA trustee to trustee conversion taxable officialGoogle ↗
OBSERVEDConsequence
Badge and edge weight = share of passes that produced the query. Hover a query for its intent and routing format.
Query classes
Google's semantic query class for every sub-query: what kind of answer each search is after, simulated vs real.
ChatGPT real searches (3)
Classes come from the query-classifier (a local Laya model). 2 of 3 calls are low-confidence (under 50%) — hover a query in the table to see its confidence.
Searches and sources
ChatGPT3 real searches · gpt-6
Charles Schwab outgoing account transfer fee ACATS IRA 2026 official fee schedule Google ↗
Fidelity transfer IRA from another firm fees reimbursement transfer of assets Roth IRA official Google ↗
IRS transfer traditional IRA to Roth IRA trustee to trustee conversion taxable official Google ↗
- Pricing Guide for Individual Investors · schwab.com
- Transfer Your Assets-Investments to Fidelity · fidelity.com
Queries
3 queries · click a column to sort
| Query / type | Search | Intent | Query class | Routing format | Cluster | Freq ↓ | Weight |
|---|---|---|---|---|---|---|---|
Charles Schwab outgoing account transfer fee ACATS IRA 2026 official fee schedule OBSERVED | Google ↗ AI Mode ↗ | — | Reason | — | — | 1x of 1 | |
Fidelity transfer IRA from another firm fees reimbursement transfer of assets Roth IRA official OBSERVED | Google ↗ AI Mode ↗ | — | Comparison | — | — | 1x of 1 | |
IRS transfer traditional IRA to Roth IRA trustee to trustee conversion taxable official OBSERVED | Google ↗ AI Mode ↗ | — | Consequence | — | — | 1x of 1 |