Two brokerage accounts & brokers simultaneously?
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Two brokerage accounts & brokers simultaneously? Like many of you, we aren't feeling the love from Schwab post TDA migration. We're contemplating making a switch to Siebert. One idea was to park our Schwab account and put all new money and investments into the Siebert account. Fidelity hasn't been great to work with, especially since we are spread across several states. Thinking more about how this feels like it could get ugly quickly (for the treasurer at least), started thinking about ground rules: If we want to sell a stock, sell it all. If we want to add to our position, no mixing brokerages. Has anyone done this? If so, any sage advice? Thanks! Jeff du Manoir - Central West End Investment Club |
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