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 [...]
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 [...]
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 [...]
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