5 steps to transfer stocks between brokerages
Switching brokerages? In-kind or ACAT transfers allow you to transfer your investments between brokerages “as is”. Here are the five steps to consider and complete.
9 myths about brokerage account transfers
Brokerage account transfers aren’t always what they seem. Learn the truth about common myths and discover what makes the process simpler.
10 signs it’s time to switch brokerage firms
Switching to a new online broker can save you a significant amount of time and money. But it’s never easy to end a relationship. You…
7 things to consider when your brokerage gets acquired (or shuts down)
With several announcements of brokerage acquisitions this year, money is moving between brokerages at a rapid pace.
The history of brokerages
Prior to 1601, fortunes were made and lost on the uncertainty of new business ventures. With very few individuals in a position to put their…
What to do if your brokerage account is acquired by another firm
Uh, oh… Your go-to investing platform was bought by another firm, and your brokerage account is being moved. It happens: just this year, E*Trade acquired 1…