Well, I sent in a transfer request to BRuce Fund and D&C. From Fidelity.

Bruce Fund called me last week and said they couldn't do the transfer until my fund at Fidelity was liquidated. Blahblahblah. I posted about my annoyance. So I did liquidate it and it was done within 24 hours. (My, Fidelity is fast compared to Vanguard). Told them to transfer $5k cash.

So all is well and I am eager for the transfer. But today I get a voice mail from Bruce - same problem. Now I am just fed up. Darn Fidelity!!!!

So I called Bruce back first and talked to them and it immediately became clear the problem. They requested $50k. LOL. Of course, why Fidelity didn't say, um, there isn't $50k here, I will never know. Gah. So 3rd time perhaps will be the charm. I have nowhere near $50k in this entire account.

Dodge & Cox has not called me once. I should probably call them and see what is up. I have the money sitting in a mutual fund until I hear otherwise because I don't want it sitting in cash for weeks or months. I figured they would have called me by now. I just figure the second I take time out of my day to call and follow up, a notice will appear in the mail or something. But this is getting ridiculous. BF has been rejected twice and managed to call me & D&C is nowhere to be found. Then again they are probably a much bigger fund. I just have to suck it up and call and see what I Can find out I guess. I Am tempted to forget it and just invest through Fidelity brokerage. Then again I don't want to - and don't want to give them the pleasure after being so difficult. Could Fidelity just call me? I mean come on. They don't want me to transfer my money obviously, but anything to speed along the process would make me a happier customer, I am not transferring all my money out. But I am getting tempted...

I was really impressed with Bruce, likewise, but they are trying my patience at this point. LOL.

Oh yeah, I don't plan to do a transfer again for a long while. Yeesh.

ETA: Oh yeah, so I Called and sounds like there is a letter sitting in my mailbox right now - at home. Figures. I knew it!!!! LOL. But I am POed. I think I may just pay the Fidelity fee to buy through them. IT doesn't look like the worst deal. D&C wants me to send another transfer requestm with another $10 fee. Blah. I give up. I was perusing Scottrade and some others but I don't think I Would touch many of those with a 10-foot pole - particularly e-trade. Horrid horrid horrid customer service. I think I will buy some through Fidelity just to get in and will transfer $1k over to D&C directly - 2007 contribution. Just so I can add to them with no fees down the road. An idea for now... Have a few days to think on it anyway. The really only downside is I don't want to give in to Fidelity being so difficult. & I don't want to. But I don't mind paying a fee where I Can actually reach a live person if need be. I have been trying to read all the fine print and make sure I am not missing anything. IT is a $75 trade fee to buy - but none to sell - so it seems - could change. We'll see. I am sick of the hassle myself. If I had just done this last month the appreication alone would have paid the fee tenfold. SO you know, sometimes you have to look at the big picture. The only downside I keep coming back to is that I couldn't add more money without a fee. So I am not sure where that leaves me. Might be some kind of auto investment plan to look into though. I won't need to add any money now, but thinking to the future - rebalancing portfolios and such.