If you have large accounts with Fidelity, Schwab, TD Ameritrade, E*Trade, or Merrill Edge, you may be able to borrow at a very low interest rate.
The Best Broker For a Custodial Roth IRA For Your Kid
If your kids work, seize the opportunity to open a custodial Roth IRA for them. See how to do it at Vanguard, Fidelity, and Charles Schwab.
How to Open a Trust Account at Interactive Brokers (IBKR)
Interactive Brokers (IBKR) offers attractive margin loan rates but it isn’t obvious how to open an account in the name of a trust. Here’s how.
Choose Your Investments and Your Accounts Separately
In light of $0 commissions, you get the best of both worlds when you choose who manages your investments and who manages your accounts separately.
Authorize A Family Member To Access Your Accounts
Even though you may have signed a broad Durable Power of Attorney, financial institutions often have their own process to give access to another person.
Will Other Brokers Match Vanguard and Make All ETFs Commission-Free?
ETF providers will continue to pay brokers for preferential treatment. Other brokers will still want to keep assets away from Vanguard.
Advice-Only: The Best Model For Financial Advice People Need And Want
Beyond fee-only, advice-only is the best model of obtaining financial advice.
Protect Your Investment Accounts With A Security Token: Fidelity, Schwab, E*Trade, Vanguard
Fidelity, Schwab, E*Trade, and Vanguard all offer 2-factor authentication tokens for online security. Use these tokens to protect your account from unauthorized access.
Benefits For Large Accounts At Vanguard And Fidelity
Vanguard and Fidelity offer premium customer service and perks to investors with larger accounts.
The Largest 529 Plan And The Power Of Distribution
Which state has the largest 529 plan in the country? What does that tell us about the power of distribution by brokers and advisors?
Automatically Deposit Dividends To Any Bank Account
Not all brokers are able to automatically deposit dividends to your bank account. See how to do it at one broker.
Merrill Edge + Bank of America = Free Trades + Free Checking + Higher Rewards
A generous new account bonus and free trades make Merrill Edge a great discount broker for holding ETFs. Package deal with Bank of America gives you free checking with no ATM fee and higher credit card rewards.