19 posts tagged with brokerage.
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Who do I trust with my money?

Which online brokerage service do I open an account with? Who do I use? Scottrade? E-trade? Someone else? [more inside]
posted by cjorgensen on Oct 15, 2015 - 12 answers

Cross Border Inheritance?

I'm supposed to inherit some Berkshire Hathaway shares currently in a US Fidelity fund. Catch: I'm a Canadian resident US citizen. Fidelity wants to transfer the shares to a Fidelity account, but won't let me establish an account because I'm Canadian resident. Will another US brokerage allow me to establish a US account, or do I need a Canadian brokerage? And if so, are there any ramifications I should be aware of?
posted by Native in Exile on May 19, 2015 - 12 answers

Who is the best "buy and hold" online brokerage (and what should I buy)?

My wife and I are going to dip our toes in the stock market. For the foreseeable future, I see us doing nothing other than buying (hopefully) reliable dividend-paying stock and holding it for the long- long-term (like 30 years or more potentially). We won't be doing options or even active trading other than occasional additional purchases. Who of the cheap online brokerages should we use? [more inside]
posted by AgentRocket on Mar 13, 2013 - 14 answers

Investing with HSBC?

I recently read this question about the high cost of investing with HSBC and met with my investment advisor there to see if we can knock the fees down (unlike the poster of that question, I did not pay an initial fee.) Unfortunately, they can't, so I'm stuck paying 2.25% (that's all fees, total) annually if I stay with them. Here's the thing though: after fees, I got a ~10% gain on my investment 2012-2013 (so ~12.25% in total.) [more inside]
posted by A god with hooves, a god with horns on Feb 28, 2013 - 16 answers

Can I convert a brokerage account into an IRA and claim the tax benefit?

Can I convert my regular brokerage account into a (non-Roth) IRA and claim the tax benefit? [more inside]
posted by jefficator on Dec 16, 2011 - 4 answers

Not feeling bullish...

Jumping ship from Merrill Lynch. But where to? [more inside]
posted by qxntpqbbbqxl on Nov 4, 2011 - 17 answers

Brokerage doesn't want our money anymore

My wife's brokerage has just resigned as the guardian of her traditional IRA, due to lack of activity (she's a buy-and-hold type of person, and has more recently been contributing to a Roth IRA). The account contains a few stocks and some cash. She needs to make a decision fairly soon as to what to do with the account -- otherwise they'll just sell the stocks and send her a big check that she'll have to do something with in order to avoid tax penalties. What options should she be considering? (If it matters, the total is less than $20K).
posted by svenx on Jan 20, 2011 - 7 answers

Financial world post apocalypse

What types of job opportunities exist for people with a skill set derived from 3-5 years as an sector trader on the international trading desk for one of the top private equity investment firms? [more inside]
posted by namewithhe1d on Dec 2, 2009 - 3 answers

Help a noob invest with Schwab!

Schwab investment instructions for the complete noob? [more inside]
posted by rabbitrabbit on Feb 14, 2009 - 10 answers

Discount international brokerage

Can anyone recommend an online discount brokerage that can execute trades internationally? All the online brokerages I've looked at that do international trades at all do them over the phone and charge a lot for these trades. [more inside]
posted by atrazine on Nov 26, 2008 - 4 answers

How do I check the 'health' of my brokerage?

How can I find out the health of my investment brokerage (like Fidelity.com, E-Trade, etc)? Can brokerages even crash and lose my money like in a bank failure? [more inside]
posted by random1destiny on Oct 6, 2008 - 7 answers

Discount brokerage experiences?

I'm interested in both good and bad experiences people here have had with discount brokerages. [more inside]
posted by small_ruminant on Jun 18, 2008 - 12 answers

How can I view all my brokerage accounts at once?

Are there any websites which will access several different online brokerage/401k accounts and display the information all in one place? [more inside]
posted by iknowizbirfmark on Jan 16, 2008 - 6 answers

Stock market simulator

Is there a good simulator for playing the stock market with imaginary money? [more inside]
posted by antipasta_explosion on Sep 23, 2007 - 11 answers

Beginning investor, seeking basic opinions and links for more research & self-teaching!

Total beginner to investing and finance, researching how to start investing maybe $2K each year, mostly in socially responsible mutual funds -- and how a young, healthy person should balance retirement investment with other kinds of investments. [more inside]
posted by anonymous on Oct 27, 2006 - 10 answers

Books about the systems behind banking

Are there books that explain, in great detail, the systems that clear trades (equities and options) on the markets and shuffle funds among banks in the U.S.? [more inside]
posted by qslack on Feb 10, 2006 - 2 answers

Starting up a competitor to E*Trade

What would it take to start (in terms of licensing and registering) a "competitor" (in a very vague and loose sense of the word) to E*Trade? [more inside]
posted by Alt F4 on Oct 23, 2005 - 8 answers

Apartment in DC

I want to thank everyone for their advice on my previous question about getting to DC for an interview. I'm at the next phase of my problem now: I got the job. That's not the problem; starting a week from Monday is. I need an apartment in Washington, DC in... yeah, umm, five days or so. I'm looking up brokers right now, any other options? Good websites? This is my first move ever, so I'm mind-numbingly ignorant about this.
posted by XQUZYPHYR on Oct 8, 2004 - 26 answers

How safe is it to have a brokerage hold your securities in street name?

How safe is it to have a brokerage hold your securities in street name? [more inside]
posted by crumbly on Jul 14, 2004 - 4 answers

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