Search found 613 matches

by SlowMovingInvestor
Mon Jun 18, 2018 8:44 pm
Forum: Personal Finance (Not Investing)
Topic: Inheritance by U.S. Citizen from Former U.S. Green Card Holder
Replies: 9
Views: 850

Re: Inheritance by U.S. Citizen from Former U.S. Green Card Holder

I am trying to determine whether a prospective, possible inheritance will be subject to U.S. tax, and whether any action can be taken now to influence the situation. I first asked this question on this board's Canadian sister site - the Financial Wisdom Forum - but now realize that an American tax ...
by SlowMovingInvestor
Sun Jun 17, 2018 11:22 am
Forum: Personal Finance (Not Investing)
Topic: What's Your Credit Card Rewards Strategy?
Replies: 2688
Views: 518026

Re: What's Your Credit Card Rewards Strategy?

I just received a replacement for my Citi Sears Mastercard. I had actually forgotten about it, since I haven't shopped at Sears (no stores near me anyway) and haven't used it in years. I think it gives you ThankYou points too, but these are not transferrable. I don't find ThankYou points that useful...
by SlowMovingInvestor
Thu Jun 14, 2018 5:42 pm
Forum: Personal Finance (Not Investing)
Topic: Fidelity Preferred Services?
Replies: 19
Views: 1651

Re: Fidelity Preferred Services?

I too just call the Private Client dedicated number when I have a question. Always get someone on the phone right away. After they answer my question they sometimes remind me that I have a dedicated advisor that I can talk to if I wish. Interesting. I can't recall ever being reminded by a rep that ...
by SlowMovingInvestor
Wed Jun 13, 2018 8:02 pm
Forum: Personal Finance (Not Investing)
Topic: best way to receive large sum of money from another country
Replies: 34
Views: 2323

Re: best way to receive large sum of money from another country

There are no taxes in the US for gifts received from Non Resident Aliens.

However, as was pointed out before, you need to file IRS form 3520. The penalty for not filing this form is draconian, 5% of gifts received per month, up to 25% of gift.
by SlowMovingInvestor
Tue Jun 12, 2018 6:05 pm
Forum: Investing - Theory, News & General
Topic: Why has VGHAX expense ratio grown by 136% since 2005-6?
Replies: 6
Views: 774

Re: Why has VGHAX expense ratio grown by 136% since 2005-6?

Have you considered switching to the Vanguard Health Care Index Fund? There are Admiral Shares at $100,000 minimum (VHCIX) or ETF shares (VHT). Both cost 10 bp. I see no reason to expect active managers to add value in large, liquid health care stocks. Unfortunately, some of us have signifcant embe...
by SlowMovingInvestor
Mon Jun 11, 2018 3:56 pm
Forum: Personal Finance (Not Investing)
Topic: Any point in keeping paper copies of IRA transactions ?
Replies: 3
Views: 284

Re: Any point in keeping paper copies of IRA transactions ?

I think it is important to keep records on money going into Roth IRA. If you take money out of Roth before age 59.5, you will need them. To clarify -- I was asking about transactions (transfer, purchases) within the IRA. I do intend to keep records of contributions (and of course I have form 5498s ...
by SlowMovingInvestor
Mon Jun 11, 2018 3:51 pm
Forum: Personal Finance (Not Investing)
Topic: Any point in keeping paper copies of IRA transactions ?
Replies: 3
Views: 284

Any point in keeping paper copies of IRA transactions ?

I have paper copies of a lot of old transactions in my IRA. Is there any point in keeping these or can they be shredded ? The older transactions are not available online (10 year limit). But I can''t really see much point to keeping the paper transactions since the basis of the funds/ETFs is not imp...
by SlowMovingInvestor
Fri Jun 08, 2018 12:05 pm
Forum: Investing - Theory, News & General
Topic: Marcus/Goldman Sachs Bank Credit Report Auth ?
Replies: 4
Views: 364

Re: Marcus/Goldman Sachs Bank Credit Report Auth ?

They were probably already doing it. The new law in disclosures that passed in the European Union has many US companies issuing new disclosures on their terms of service. I've gotten over 50 of these in the past few weeks. But isn't that required only for EU residents ? And in any case GS Bank is a...
by SlowMovingInvestor
Fri Jun 08, 2018 12:02 pm
Forum: Investing - Theory, News & General
Topic: Marcus/Goldman Sachs Bank Credit Report Auth ?
Replies: 4
Views: 364

Re: Marcus/Goldman Sachs Bank Credit Report Auth ?

It sounds like you had already decided to pull your money out but for some reason did not close the account, it being referred to as an old account and all. I don't understand why a soft pull would be the last straw, or even a straw at all; just close the account that you don't want. Actually, the ...
by SlowMovingInvestor
Fri Jun 08, 2018 6:15 am
Forum: Investing - Theory, News & General
Topic: Marcus/Goldman Sachs Bank Credit Report Auth ?
Replies: 4
Views: 364

Marcus/Goldman Sachs Bank Credit Report Auth ?

I've had an account at Goldman Sachs Bank/Marcus since the GE Days. I logged in recently and was presented with a screen that required agreeing to some new terms of service, and to a credit report authorization (which wouldn't impact my credit score). I can't see my accounts until I accept. I realiz...
by SlowMovingInvestor
Thu May 31, 2018 3:05 pm
Forum: Investing - Theory, News & General
Topic: New York Times-Fidelity, Bruised From Crises, Searches for Life After Mutual Funds
Replies: 12
Views: 2263

Re: New York Times-Fidelity, Bruised From Crises, Searches for Life After Mutual Funds

Fidelity had a very profitable 2017, so I'm not sure it's really 'bruised' from a financial perspective.
by SlowMovingInvestor
Thu May 31, 2018 1:13 pm
Forum: Investing - Help with Personal Investments
Topic: Purepoint now 1.6%
Replies: 16
Views: 2363

Re: Purepoint now 1.6%

Purepoint now 1.9%
by SlowMovingInvestor
Wed May 30, 2018 8:10 am
Forum: Personal Finance (Not Investing)
Topic: Is FBAR filing complicated?
Replies: 23
Views: 1639

Re: Is FBAR filing complicated?

Thanks jj! Good to know that it's not complicated. So let's say we keep one account with ~$20000; but we also have two other accounts with ~$1000 each (we just can't legally close these before age 60, although they're virtually empty). Do we need to report the small accounts too, or is reporting th...
by SlowMovingInvestor
Sat May 26, 2018 12:06 pm
Forum: Personal Finance (Not Investing)
Topic: What's Your Credit Card Rewards Strategy?
Replies: 2688
Views: 518026

Re: What's Your Credit Card Rewards Strategy?

I've received a targetted Citi offer to become a Citi Priority client (i.e. open CitiPriority accounts) and get 50K ThankYou points. I'm not a great fan of ThankYou points -- don't use their travel partners much. I have heard that Citi also has a similar offer, but with AA miles offered. Any way I ...
by SlowMovingInvestor
Sat May 26, 2018 11:25 am
Forum: Personal Finance (Not Investing)
Topic: What's Your Credit Card Rewards Strategy?
Replies: 2688
Views: 518026

Re: What's Your Credit Card Rewards Strategy?

I've received a targetted Citi offer to become a Citi Priority client (i.e. open CitiPriority accounts) and get 50K ThankYou points. I'm not a great fan of ThankYou points -- don't use their travel partners much. I have heard that Citi also has a similar offer, but with AA miles offered. Any way I c...
by SlowMovingInvestor
Tue May 22, 2018 2:43 pm
Forum: Investing - Theory, News & General
Topic: Edelman & Financial Engines merging
Replies: 36
Views: 3979

Re: Edelman & Financial Engines merging

These are Edelman’s fees. 1.4% on the first million. You need a bit over $2 million before you’re under 1% AUM. For larger asset bases, those fees are quite high. I assume the underlying funds have their own asset management fees, and transaction and recordkeeping costs shouldn't increase that much...
by SlowMovingInvestor
Sat May 19, 2018 8:51 am
Forum: Personal Finance (Not Investing)
Topic: How to Minimize Your Emergency Care Expenses
Replies: 246
Views: 38826

Re: How to Minimize Your Emergency Care Expenses

Article on Anthem denying some ER visit expenses https://www.nytimes.com/2018/05/19/upshot/anthem-insurer-resists-paying-emergency-room-visits-if-avoidable.html?rref=collection%2Fsectioncollection%2Fbusiness Although the first example they give: ..he felt a jolt in his back ..“It dropped me to my kn...
by SlowMovingInvestor
Sat May 19, 2018 8:36 am
Forum: Personal Consumer Issues
Topic: Xfinity Mobile phone service
Replies: 8
Views: 733

Re: Xfinity Mobile phone service

What happens if you drop Comcast cable/internet service after signing up for XFinity Mobile ?
by SlowMovingInvestor
Tue May 15, 2018 8:15 am
Forum: Personal Consumer Issues
Topic: Termination of transfers from SPG and Marriott to airlines?
Replies: 94
Views: 5349

Re: Termination of transfers from SPG and Marriott to airlines?

I had a question which is sort of related to this thread. Can the Free Mariott night certificate (Category 5) be used with Starwood Hotels too if you book prior to August (but for an August stay) ? I know that Mariott and SPG are supposed to align up in August, but I'm not sure what happens to free ...
by SlowMovingInvestor
Mon May 14, 2018 11:50 am
Forum: Investing - Theory, News & General
Topic: New inflation-protected ETF launches: iShares Inflation Hedged Corporate Bond ETF (LQDI)
Replies: 27
Views: 2317

Re: New inflation-protected ETF launches: iShares Inflation Hedged Corporate Bond ETF (LQDI)

But who cares about short -term correlation with inflation? People who want to hedge against inflation. Otherwise you are speculating on long term real interest rate changes. A TIPS yield is Inflation Adjustment + Real Interest. The inflation adjustment is always a rolling 1 month period. A 1 year ...
by SlowMovingInvestor
Mon May 14, 2018 9:29 am
Forum: Personal Finance (Not Investing)
Topic: Bank of America/Merrill Edge - Preferred Rewards
Replies: 465
Views: 93471

Re: Bank of America Preferred Rewards

ME has Morningstar research reports (for MFs or ETFs) ? I don't see them. Yes, “profile” reports for mutual funds and ETFs alike. But it’s similar to what you can view for free on the Morningstar website. Just look for the quote feature and enter a symbol. If I enter VTSAX for example I am offered ...
by SlowMovingInvestor
Sun May 13, 2018 7:12 pm
Forum: Personal Finance (Not Investing)
Topic: Bank of America/Merrill Edge - Preferred Rewards
Replies: 465
Views: 93471

Re: Bank of America Preferred Rewards

Three years later, I’m still happy with my move from Vanguard to ME. It provided me the banking and credit-card perks of BoA’s Platinum Honors level, which are better than I could find elsewhere. At ME I like the free research reports, including Morningstar's. ME has Morningstar research reports (f...
by SlowMovingInvestor
Sun May 13, 2018 1:10 pm
Forum: Personal Finance (Not Investing)
Topic: Bank of America/Merrill Edge - Preferred Rewards
Replies: 465
Views: 93471

Re: Bank of America/Merrill Edge - Preferred Rewards

I posted before about asking BoA for a small safe deposit box (which I should get free as I am Platinum Honors). I tried 3-4 branches, but they all said they had none available. A little frustrating. I don't have status at another bank to get a free box. I did get callbacks from almost all branches ...
by SlowMovingInvestor
Sat May 12, 2018 2:29 pm
Forum: Investing - Theory, News & General
Topic: TD Ameritrade user? Question regarding selling Free ETFs
Replies: 55
Views: 6276

Re: TD Ameritrade user? Question regarding selling Free ETFs

I know this is an old thread, but I just wanted to share my experience with selling some Mutual Funds (which have a 180 day holding period) at TDAM. The short term redemption fee for No Transaction Fee MFs is applied FIFO. I think you do need to specify FIFO as your preferred method in that case. I ...
by SlowMovingInvestor
Thu May 10, 2018 7:58 am
Forum: Investing - Theory, News & General
Topic: WSJ--Fidelity Employees Fired After Alleged Misuse of Reimbursement Programs
Replies: 32
Views: 4569

Re: WSJ--Fidelity Employees Fired After Alleged Misuse of Reimbursement Programs

"Bill Gates gets rich at everyday computer users' expense." Right, well also they attempted to make a "stealing from peter to pay paul" story stick. I'll only note this line buried in the article which was never disproved by the journalists. The journalists should have known that the only way they ...
by SlowMovingInvestor
Thu May 10, 2018 7:39 am
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 982
Views: 175682

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

I did an xfer from Etrade to Merill Edge via ACATS. Partial MF shares didn't seem to transfer to ME. I can't see them being converted to cash at Etrade either, which seems to show a transfer of all shares . It's a not a lot of money we're talking about -- < $100, but I'm wondering if I should follow...
by SlowMovingInvestor
Wed May 09, 2018 5:12 pm
Forum: Investing - Theory, News & General
Topic: TDAM Commission Free Corporate Bond ETFs
Replies: 3
Views: 355

TDAM Commission Free Corporate Bond ETFs

I was thinking of buying some corporate bond ETFs (I know that bogleheads generally suggest getting a total bond market fund, but for various reasons, I want to get some Intermediate corp bond ETFs). I hold VCIT (VANGUARD INTERMEDIATE TERM CORPORATE BOND) elsewhere, but at TDAM it's not commission f...
by SlowMovingInvestor
Tue May 08, 2018 1:44 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 982
Views: 175682

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

Do you initiate the transfer on the receiving firm's end or the sending firm? If it's on the receiving firm's end, can you specify which lots you want to transfer? I don't think you can specify lots. One possible way to do it if you have Vanguard MFs that you are converting to ETFs for transfer is ...
by SlowMovingInvestor
Mon May 07, 2018 6:31 pm
Forum: Investing - Theory, News & General
Topic: WSJ--Fidelity Employees Fired After Alleged Misuse of Reimbursement Programs
Replies: 32
Views: 4569

Re: WSJ--Fidelity Employees Fired After Alleged Misuse of Reimbursement Programs

This may say something about the culture at that place. More importantly says something to me about general level of ethics and intelligence. Who is stupid enough to sacrifice employment for getting an undeserved $2K reimbursement. Apparently many worked in the brokerage unit. I have always had sus...
by SlowMovingInvestor
Mon May 07, 2018 10:57 am
Forum: Investing - Theory, News & General
Topic: WSJ--Fidelity Employees Fired After Alleged Misuse of Reimbursement Programs
Replies: 32
Views: 4569

Re: WSJ--Fidelity Employees Fired After Alleged Misuse of Reimbursement Programs

This may say something about the culture at that place. My son worked at a place that had all those benefits... and no one seemed to have been doing such shenanigans there. Yes, like ethical behavior is required in a place where the public places their trust. If the employees are behaving in dishon...
by SlowMovingInvestor
Mon May 07, 2018 10:52 am
Forum: Investing - Theory, News & General
Topic: WSJ--Fidelity Employees Fired After Alleged Misuse of Reimbursement Programs
Replies: 32
Views: 4569

Re: WSJ--Fidelity Employees Fired After Alleged Misuse of Reimbursement Programs

This may say something about the culture at that place. My son worked at a place that had all those benefits... and no one seemed to have been doing such shenanigans there. He wouldn't really know about it unless there was an audit or something, right ? People would not normally mention it to other...
by SlowMovingInvestor
Mon May 07, 2018 10:22 am
Forum: Investing - Theory, News & General
Topic: WSJ--Fidelity Employees Fired After Alleged Misuse of Reimbursement Programs
Replies: 32
Views: 4569

Re: WSJ--Fidelity Employees Fired After Alleged Misuse of Reimbursement Programs

How does this stuff even make the news? Are you asking why it's newsworthy ? I'm guessing the WSJ was investigating the uptick in terminations reported in FINRA, possibly looking for a major story. Instead they came up with a minor story of penny-ante employee malfeasance. It's still mildly newswor...
by SlowMovingInvestor
Sun May 06, 2018 8:46 pm
Forum: Investing - Help with Personal Investments
Topic: For Those Who Purchased Ally No Penalty CD's in Dec/Jan
Replies: 49
Views: 6330

Re: For Those Who Purchased Ally No Penalty CD's in Dec/Jan

Probably a dumb question here, I'm trying to understand why the yield of a money market fund fluctuates daily. For example, looking at the Cali muni MM, the yield on 04/26/2018 was 1.47% and now stands at 1.40%. The Fed doesn't change interest rates daily, so how come this happens? Also, If I buy c...
by SlowMovingInvestor
Sun May 06, 2018 6:36 pm
Forum: Investing - Help with Personal Investments
Topic: E-Trade ETF equivalent for VTSAX (Vanguard Total Stock Market Index Fund Admiral Shares)?
Replies: 10
Views: 637

Re: E-Trade ETF equivalent for VTSAX (Vanguard Total Stock Market Index Fund Admiral Shares)?

ETrade also offers Schwab's total market (and 1000) index funds NTF. Etrade really improved it's NTF lineup of MFs and ETFs with the addition of some iShares ETFs and Schwab funds. I put them well above TDAM right now in terms of access to low cost funds (TDAM has the State Street ETFs, but I find t...
by SlowMovingInvestor
Sun May 06, 2018 6:21 pm
Forum: Investing - Theory, News & General
Topic: How do brokerages make $s on cheap index funds?
Replies: 57
Views: 5157

Re: How do brokerages make $s on cheap index funds?

One thing worth pointing out is that Vanguard's money market funds have the highest yields (and lowest expense ratios) by around 30 basis points for individual class funds. Fidelity, Schwab etc. are worse, and TDAM is much, much worse. Why would other companies be able/willing to beat Vanguard on i...
by SlowMovingInvestor
Sun May 06, 2018 3:41 pm
Forum: Investing - Theory, News & General
Topic: How do brokerages make $s on cheap index funds?
Replies: 57
Views: 5157

Re: How do brokerages make $s on cheap index funds?

I let brokerages worry about their money. I worry about my own. The reason we should be mildly concerned is that if these funds/ETFs are loss leaders, brokerages could raise fees and those of us with large unrealized gains in taxable might find it hard to switch to lower cost funds. Note -- I said ...
by SlowMovingInvestor
Sun May 06, 2018 3:39 pm
Forum: Investing - Theory, News & General
Topic: How do brokerages make $s on cheap index funds?
Replies: 57
Views: 5157

Re: How do brokerages make $s on cheap index funds?

One thing worth pointing out is that Vanguard's money market funds have the highest yields (and lowest expense ratios) by around 30 basis points for individual class funds. Fidelity, Schwab etc. are worse, and TDAM is much, much worse. Why would other companies be able/willing to beat Vanguard on it...
by SlowMovingInvestor
Sun May 06, 2018 3:21 pm
Forum: Personal Finance (Not Investing)
Topic: Does it make ANY sense for a US citizen to stash emergency funds overseas?
Replies: 62
Views: 4775

Re: Does it make ANY sense for a US citizen to stash emergency funds overseas?

FATCA does not make 'any assets of US citizens subject to audit and potential seizure by the IRS'. FATCA does have a hefty penalty, but it doesn't allow seizure. FBAR rules (different from FATCA) do allow penalties of upto 50% of the account per year, so the penalty could reach 100%. You are right....
by SlowMovingInvestor
Sun May 06, 2018 2:57 pm
Forum: Personal Finance (Not Investing)
Topic: Does it make ANY sense for a US citizen to stash emergency funds overseas?
Replies: 62
Views: 4775

Re: Does it make ANY sense for a US citizen to stash emergency funds overseas?

. FATCA makes any assets of US citizens subject to audit and potential seizure by the IRS. And in the case of a fascist / socialist takeover, just because the money is stored overseas doesn't mean FATCA is not longer in effect. Am I thinking about this right? FATCA does not make 'any assets of US c...
by SlowMovingInvestor
Sun May 06, 2018 1:54 pm
Forum: Personal Finance (Not Investing)
Topic: Getting annual fee back when cancellig credit card?
Replies: 8
Views: 519

Re: Getting annual fee back when cancellig credit card?

You should look at the T&C of the card you signed up for. Not all companies prorate. I understand it may be in the T&C. My point is they should all do it because it's the right thing to do. To me it's like stealing. What right do they have to keep my annual fee if I am no longer a member? Not to be...
by SlowMovingInvestor
Sun May 06, 2018 1:37 pm
Forum: Personal Finance (Not Investing)
Topic: Getting annual fee back when cancellig credit card?
Replies: 8
Views: 519

Re: Getting annual fee back when cancellig credit card?

knightrider wrote:
Sun May 06, 2018 1:35 pm
I do a lot of credit card churning. If I cancel a card after just a few months I often do not get the annual fee refunded. By law aren't they required to refund me at least a pro-rated amount of the annual fee?
No, they are not.
by SlowMovingInvestor
Sat May 05, 2018 7:51 pm
Forum: Personal Finance (Not Investing)
Topic: Mortgage -- need to keep loan documents ?
Replies: 2
Views: 422

Mortgage -- need to keep loan documents ?

I paid off my mortgage recently and got the discharge of mortgage paperwork. I'm wondering if I need to keep any of my old mortgage (and refi docs) any more. Being a bit of a packrat, I still have the HUD-1 statement and a lot of other stuff from when the mortgage was originated. Is there any reason...
by SlowMovingInvestor
Sat Apr 28, 2018 9:59 am
Forum: Personal Finance (Not Investing)
Topic: Quicken Deluxe
Replies: 1
Views: 264

Quicken Deluxe

I got Quicken Premier 2018 through the mistake pricing in Feb, but it has now expired. I'm really only interested in asset allocation reports. I have accounts at multiple brokerages and this global view is helpful. Does Quicken Deluxe have the ability to do asset allocation reports ? I do know it do...
by SlowMovingInvestor
Fri Apr 27, 2018 8:51 pm
Forum: Personal Consumer Issues
Topic: Amazon to raise Prime membership in US to $119 from $99
Replies: 145
Views: 11088

Re: Amazon to raise Prime membership in US to $119 from $99

Like cable increases, the $119 increase is because of the costs of licensing content for Prime Video and Prime Music. https://nypost.com/2018/04/11/why-amazons-lord-of-the-rings-show-will-be-a-flop/ says they are they're spending up to $1B on a Lord of the Rings show alone. Wish they had a shipping...
by SlowMovingInvestor
Fri Apr 27, 2018 10:04 am
Forum: Personal Consumer Issues
Topic: Amazon to raise Prime membership in US to $119 from $99
Replies: 145
Views: 11088

Re: Amazon to raise Prime membership in US to $119 from $99

Their Prime shipping speed have been slipping. The "guaranteed delivery by" is a joke as the guarantee is no longer backed by anything whereas they used to thrown in a month of Prime as a guarantee. I'm sympathetic, but that entirely depends on where you live. In Cincinnati, I actually get free nex...
by SlowMovingInvestor
Thu Apr 26, 2018 10:44 pm
Forum: Personal Consumer Issues
Topic: Amazon to raise Prime membership in US to $119 from $99
Replies: 145
Views: 11088

Re: Amazon to raise Prime membership in US to $119 from $99

I don't have Prime. I can generally bundle up enough items to make it to $25, and then it's free shipping. And packages normally get to me in only 4 days or so, sometimes even 2 days.

I don't currently watch enough TV to justify getting Prime only for Amazon Prime Video.
by SlowMovingInvestor
Wed Apr 25, 2018 9:18 am
Forum: Personal Finance (Not Investing)
Topic: Any use in keeping Alaska Airlines card ?
Replies: 8
Views: 1375

Re: Any use in keeping Alaska Airlines card ?

Don't keep it- but wait until your annual companion certificate hits your account before cancelling. When does the annual companion certificate hit your account ? I was charged the annual fee 2 days ago, so only have a few days now before cancellation and asking for a free refund. I don't see a com...
by SlowMovingInvestor
Tue Apr 24, 2018 1:10 pm
Forum: Investing - Help with Personal Investments
Topic: anyone convert PONAX to PIMIX at Fidelity?
Replies: 10
Views: 1117

Re: anyone convert PONAX to PIMIX at Fidelity?

With regard to your buying and selling of PONAX, the front load fee for PONAX is supposed to be waived for all future purchases in your accounts that had PONDX. Accounts that had PONDX converted to PONAX are supposedly grandfathered in to this privilege. Whether Fidelity implemented this fee waivin...
by SlowMovingInvestor
Tue Apr 24, 2018 7:56 am
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 982
Views: 175682

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

I've done lots of partial outgoing transfers via ACATs from Fido to multiple brokerage. No fee ever.
by SlowMovingInvestor
Tue Apr 24, 2018 7:54 am
Forum: Investing - Help with Personal Investments
Topic: Broker markup on t-bills: one data point at TDA
Replies: 2
Views: 350

Re: Broker markup on t-bills: one data point at TDA

FWIW, Fidelity says that soon all broker dealers on it's platform will be required to disclose mark-ups and downs.