Our club is investigating brokerages, because we will be
changing from Schwab. I found on a search that Siebert is
friendly toward investment clubs, and BetterInvesting had
partnered with Siebert at one time.
Do any of your clubs use Siebert? Would you recommend the
firm?
I know there has been some discussion about firms, but I
hadn't seen Siebert mentioned. Thank you!
Gretchen Smith
Treasurer
The Women's Investment Group (TWIG)
Carole Jansen on
You will want to use a broker that is supported by Bivio's Account Sync. I don't see Siebert on the list.
Our club is investigating brokerages, because we will be
changing from Schwab. I found on a search that Siebert is
friendly toward investment clubs, and BetterInvesting had
partnered with Siebert at one time.
Do any of your clubs use Siebert? Would you recommend the
firm?
I know there has been some discussion about firms, but I
hadn't seen Siebert mentioned. Thank you!
Gretchen Smith
Treasurer
The Women's Investment Group (TWIG)
Fred Tonnies on
It is supported
call BI to confirm
On Thursday, February 15, 2024 at 09:27:51 PM EST, Carole Jansen via bivio.com <user*8441200001@bivio.com> wrote:
You will want to use a broker that is supported by Bivio's Account Sync. I don't see Siebert on the list.
Our club is investigating brokerages, because we will be
changing from Schwab. I found on a search that Siebert is
friendly toward investment clubs, and BetterInvesting had
partnered with Siebert at one time.
Do any of your clubs use Siebert? Would you recommend the
firm?
I know there has been some discussion about firms, but I
hadn't seen Siebert mentioned. Thank you!
Gretchen Smith
Treasurer
The Women's Investment Group (TWIG)
Our club is investigating brokerages, because we will be
changing from Schwab. I found on a search that Siebert is
friendly toward investment clubs, and BetterInvesting had
partnered with Siebert at one time.
Do any of your clubs use Siebert? Would you recommend the
firm?
I know there has been some discussion about firms, but I
hadn't seen Siebert mentioned. Thank you!
Gretchen Smith
Treasurer
The Women's Investment Group (TWIG)
Gretchen Smith on
Thank you all for your comments. We definitely want to go with a firm that we can use account sync with.
Our club is investigating brokerages, because we will be
changing from Schwab. I found on a search that Siebert is
friendly toward investment clubs, and BetterInvesting had
partnered with Siebert at one time.
Do any of your clubs use Siebert? Would you recommend the
firm?
I know there has been some discussion about firms, but I
hadn't seen Siebert mentioned. Thank you!
Gretchen Smith
Treasurer
The Women's Investment Group (TWIG)
Frank Wilson on
This has been my experience with Siebert. Our club has not transferred over to Schwab's yet. I call Siebert to learn what to do to open an account there. The first thing that I was asked is what is my account number. I explained that I don't have an account and the person hung. I tried again a different day and was told by the person who answered that there is a team for Transition specifically for clubs and instead of transferring my call to them he said they would call me back, They did not call me back so I tried again and again they did not call me back, so I'm giving up on them.
Our club is investigating brokerages, because we will be
changing from Schwab. I found on a search that Siebert is
friendly toward investment clubs, and BetterInvesting had
partnered with Siebert at one time.
Do any of your clubs use Siebert? Would you recommend the
firm?
I know there has been some discussion about firms, but I
hadn't seen Siebert mentioned. Thank you!
Gretchen Smith
Treasurer
The Women's Investment Group (TWIG)