05-04-2024, 12:40 PM
2023:
- no buys or sells,
- opened brokerage accounts at a local bank to transfer stock from Interactivebrokers.
This will cost much more fees, even for just keeping stocks in the account, but will simplify tax paper work and just in case I won't be able any longer to handle the portfolio, my wife got "some real guys" in town to talk to.
2024:
- took 4 months to transfer a test-lot from IB via the learning curve to the local bank. Next time it should be under 4 weeks.
- no buys or sells,
- opened brokerage accounts at a local bank to transfer stock from Interactivebrokers.
This will cost much more fees, even for just keeping stocks in the account, but will simplify tax paper work and just in case I won't be able any longer to handle the portfolio, my wife got "some real guys" in town to talk to.
2024:
- took 4 months to transfer a test-lot from IB via the learning curve to the local bank. Next time it should be under 4 weeks.