Archive for April, 2007

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Sogoinvest did not classify qualified dividends

Friday, April 27th, 2007

Last year, I invested in a few ETFs using Sogoinvest and these ETFs had some income dividends distributions.
After I received the 1099DIV form from Sogoinvest, I noticed that all the dividends are classified as ordinary dividends, none of them are classified as qualified dividends. Also, for my VWO (Vanguard Emerging Market ETF) holding, the foreign […]

Posted in Brokerage, ETF, Investing, Tax Issues | 3 Comments »

Two stock transfers completed

Friday, April 27th, 2007

Recently, I have been transferring and consolidating my stock / ETF holdings between brokerages.
The first involved an ACAT transfer of all my holdings at Sogoinvest to Ameritrade. This transfer took a LONG time to complete: the transfer request was mailed on 2/24/2007 and was finally completed yesterday 4/26/2007. All in all, this transfer took more […]

Posted in Brokerage, Investing | 3 Comments »

How does Wells Trade measure up?

Thursday, April 26th, 2007

I saw the following brokerage wish-list posted by Dave at the Bogleheads forum and thought it would be interesting to see how the Wells Trade / Wells Fargo Portfolio Management account measures up according to the list :
(1) Excellent customer service - The few times I called, customer service had been knowledgeable and helpful. The […]

Posted in Brokerage, Investing | 6 Comments »

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