I transferred out from my Sogoinvest account, or Sogotrade as it is known now, last year. I was full of hope when I opened the account in 2006 but it didn’t turn out as well as I had wished. You can see some of the problems which I highlighted in my prior posts related […]
In an earlier post, I noted that Russell’s Institutional Money Market Fund (RMMXX) is available as a NTF under WellsTrade’s free trade program.
Today, DaveTH posted an alert on the Boglehead’s forum:
Wells Fargo seems to have a real problem with paying decent returns on idle cash. Last July they switched from good money market cash sweep […]
For the purpose of free rebalancing, I submitted a request to transfer the ETFs I held in an IRA at VBS (Vanguard’s Brokerage Service) to WellsTrade (Wells Fargo’s free trade offering).
I was pleasantly surprised by the speed at which this was accomplished. I faxed in the request to WellsTrade on the morning of 2/04/2008 Monday. […]
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