Brokerage Account

Spanky · 03-10-2005, 01:51 AM

I have a brokerage account with E*Trade but currently with no equity or fund holdings. All my mutual funds are with Vangaurd. I wonder if it is worthwhile to transfer the brokerage account to Vanguard as well so that I could do everything at one stop (place). Any opionion will be appreciated.

dex · 03-10-2005, 02:09 AM

do you have an e*trade bank account?
If so, you could set up transfers from the broakerage to Vanguard and move the $ without any problems.

Spanky · 03-10-2005, 02:15 AM

Dex,

I do not, but I could close the brokerage account and request either a check or wire to my bank for a small fee (about $24).

Spnkay

haha · 03-10-2005, 09:52 AM

Quote:

I have a brokerage account with E*Trade but currently with no equity or fund holdings. All my mutual funds are with Vangaurd. I wonder if it is worthwhile to transfer the brokerage account to Vanguard as well so that I could do everything at one stop (place). *Any opionion will be appreciated.

What would be your hoped-for benefits from this change?

Mikey

cute fuzzy bunny · 03-10-2005, 09:55 AM

About all I can offer is that vanguard charges more for trades than etrade does, and having all my investments under one roof for the first time this past tax year didnt really buy me anything. I figured things would go more smoothly at least in filling out the tax returns but they took about the same amount of time and my head hurt about the same amount when I was done.

Spanky · 03-10-2005, 01:16 PM

" What would be your hoped-for benefits from this change?"

Mikey,

My initial thought is that I can do everything under one roof for simplication. I guess it may not according to TH.

Thanks for everyone's input. I will stay with E*Trade for now.

Spanky

03-10-2005, 01:51 AM	#1
Spanky Thinks s/he gets paid by the post Join Date: Dec 2004 Location: Minneapolis Posts: 2,667	Brokerage Account I have a brokerage account with E*Trade but currently with no equity or fund holdings. All my mutual funds are with Vangaurd. I wonder if it is worthwhile to transfer the brokerage account to Vanguard as well so that I could do everything at one stop (place). Any opionion will be appreciated. __________________ Think about what’s important and follow our heart.

03-10-2005, 02:09 AM	#2
dex Thinks s/he gets paid by the post Join Date: Oct 2003 Posts: 2,250	Re: Brokerage Account do you have an e*trade bank account? If so, you could set up transfers from the broakerage to Vanguard and move the $ without any problems. __________________ Sometimes death is not as tragic as not knowing how to live. This man knew how to live--and how to make others glad they were living. - Jack Benny at Nat King Cole's funeral

03-10-2005, 02:15 AM	#3
Spanky Thinks s/he gets paid by the post Join Date: Dec 2004 Location: Minneapolis Posts: 2,667	Re: Brokerage Account Dex, I do not, but I could close the brokerage account and request either a check or wire to my bank for a small fee (about $24). Spnkay __________________ Think about what’s important and follow our heart.

03-10-2005, 09:55 AM	#5
cute fuzzy bunny Give me a museum and I'll fill it. (Picasso) Give me a forum ... Join Date: Dec 2003 Location: Hot cross bun Posts: 21,359	Re: Brokerage Account About all I can offer is that vanguard charges more for trades than etrade does, and having all my investments under one roof for the first time this past tax year didnt really buy me anything. I figured things would go more smoothly at least in filling out the tax returns but they took about the same amount of time and my head hurt about the same amount when I was done. __________________ Mr. Poopyhead

03-10-2005, 01:16 PM	#6
Spanky Thinks s/he gets paid by the post Join Date: Dec 2004 Location: Minneapolis Posts: 2,667	Re: Brokerage Account " What would be your hoped-for benefits from this change?" Mikey, My initial thought is that I can do everything under one roof for simplication. I guess it may not according to TH. Thanks for everyone's input. I will stay with E*Trade for now. Spanky __________________ Think about what’s important and follow our heart.

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