Comments on: Wells Fargo’s Free Trade : ACH & Cost Basis http://www.indextown.com/archives/2007/03/09/wells-fargos-free-trade-ach-cost-basis/ Personal finance and investing in mutual funds and ETFs Wed, 31 Aug 2011 13:13:14 +0000 hourly 1 http://wordpress.org/?v=3.1.3 By: Dave http://www.indextown.com/archives/2007/03/09/wells-fargos-free-trade-ach-cost-basis/comment-page-1/#comment-16205 Dave Fri, 18 May 2007 21:43:11 +0000 http://www.indextown.com/archives/2007/03/09/wells-fargos-free-trade-ach-cost-basis/#comment-16205 Well, I completed an ACH transfer today and executed 2 trades. Everything worked flawlessly. I was actually pleasantly surprised that my ACH funds were immediately available to purchase securities. I wasn't expecting the funds to be available until the next business day. I have also initiated a partial transfer from Fidelity. Hopefully that will go well too. Well, I completed an ACH transfer today and executed 2 trades. Everything worked flawlessly. I was actually pleasantly surprised that my ACH funds were immediately available to purchase securities. I wasn’t expecting the funds to be available until the next business day. I have also initiated a partial transfer from Fidelity. Hopefully that will go well too.

]]> By: indexfundfan http://www.indextown.com/archives/2007/03/09/wells-fargos-free-trade-ach-cost-basis/comment-page-1/#comment-13530 indexfundfan Thu, 26 Apr 2007 15:17:54 +0000 http://www.indextown.com/archives/2007/03/09/wells-fargos-free-trade-ach-cost-basis/#comment-13530 Dave, I have made a several ETF trades and they work as expected, no complaints. Their trading screen is not as convenient as Ameritrade's but they suffice for me. Yes, I am still happy with my Wells Trade account and would still recommend them if you meet the minimum hurdle and do not plan on transferring out for a while (since transfers out cost money). Nevertheless, 2 trades at VBS would pay for the transfer itself, but I digress. I have transferred a holding from Etrade to Wells Trade and this went without a hitch. I also made a DTC stock transfer to Wells Trade with no hiccups. The few times I called, customer service has been friendly and helpful. Dave,

I have made a several ETF trades and they work as expected, no complaints. Their trading screen is not as convenient as Ameritrade’s but they suffice for me.

Yes, I am still happy with my Wells Trade account and would still recommend them if you meet the minimum hurdle and do not plan on transferring out for a while (since transfers out cost money). Nevertheless, 2 trades at VBS would pay for the transfer itself, but I digress.

I have transferred a holding from Etrade to Wells Trade and this went without a hitch. I also made a DTC stock transfer to Wells Trade with no hiccups. The few times I called, customer service has been friendly and helpful.

]]> By: Dave http://www.indextown.com/archives/2007/03/09/wells-fargos-free-trade-ach-cost-basis/comment-page-1/#comment-13483 Dave Thu, 26 Apr 2007 13:47:46 +0000 http://www.indextown.com/archives/2007/03/09/wells-fargos-free-trade-ach-cost-basis/#comment-13483 You haven't written much about your Wells Fargo Brokerage experience in quite a while. Are you still happy with your choice? Have you actually done any trading? Would you still recommend them? I am currently with Fidelity (all ETFs) but have been thinking about switching so that I could do more cost effective dollar-cost averaging for my ETFs. Wells does not have any brick and mortar locations where I live, so I am a little hesitant to deal with them. You haven’t written much about your Wells Fargo Brokerage experience in quite a while. Are you still happy with your choice? Have you actually done any trading? Would you still recommend them? I am currently with Fidelity (all ETFs) but have been thinking about switching so that I could do more cost effective dollar-cost averaging for my ETFs. Wells does not have any brick and mortar locations where I live, so I am a little hesitant to deal with them.

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