indexfundfan @ indextown

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 [...]

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 [...]

Recently I looked at two discount brokers in an effort to move my ETF holdings to a broker which can provide specific tax lot identification. The first broker is Just2Trade.com, and the second broker is TradeKing.com. These two brokers are very similar. They both clear through Legent Clearing and both offer the MaxIt tax manager [...]