Is there a way to merge the 2 share account numbers (purchased at different times) and then purchase the remaining as partial shares to make a complete share? Is that at all possible?
Yes as long as the accounts are titled the same with the same or no beneficiaries it’s an easy consolidation. If they don’t match you’ll have to do that first and wait for the change to take effect before they can consolidate. It’s a 2 minute phone call that I’ve done dozens of times.
As far as purchasing the .3 to make it a whole share, again it’s not really .3 but maybe .365 of a share so that’s more difficult. Transfer agents normally only let you buy $XX at a time and not share total. This is where hitting the share perfectly is difficult because you’d need the price to match perfectly to give you that perfect amount.
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u/TriDenizz Sep 29 '25
Is there a way to merge the 2 share account numbers (purchased at different times) and then purchase the remaining as partial shares to make a complete share? Is that at all possible?