Thanks to reader Buddy Hall’s feedback, I now know that Wells Fargo has just added tax-lot trading to their online system. Now, there is “no more calling into a broker after sale to identify your tax lot sold. Wells Fargo offers new web interface to specify shares from tax lots to be sold.”
The link to [...]
In a previous post, I wrote that Tradeking is holding my money hostage.
Basically the issues started after I indicated my intention to transfer my business elsewhere. Tradeking started a lock-down on my account, restricted my account and then told me that any money that I transferred by ACH to them cannot be returned for 60 [...]
Recently, due to my tax loss harvesting transactions, I decided to move part of my portfolio to Tradeking and try them out.
Because Tradeking has an ACH limitation of $10,000 per transaction, I had to split up my transfers into chunks of this size or smaller to have my money transferred. Tradeking happily accepted the money [...]
Indexfundfan
Copyright © 2010 | indexfundfan @ indextown