Post Tax regular brokerage accounts I have 2
- Citi Personal Wealth Management - I have about $275k in $VOO in this account, reinvesting dividends. I keep this to get CitiGold status which is a no brainer value.
- M1 Finance - this is where I do my general brokerage/after tax action. I love it. Seems like the perfect Broker for a Bogle Head strategy.
I have formally had these -
- Sharebuilder - loved this back in the day, had it before ING acquired it and kept it through to when it became Capital One Investing, but eventually didn't need it.
- Merrill Edge - used to have in order to keep the BOA Platinum Honors Tier, love that 75% bonus on Cash Rewards cards, 5.25% back on restaurants and hotels, etc; but now my 529 and Roth at Merrill cover this requirement.
- Robinhood - for a bit to dabble in Crypto.
- Scottrade - forever ago when I first started buying stocks
- Citi Personal Wealth Management - I have about $275k in $VOO in this account, reinvesting dividends. I keep this to get CitiGold status which is a no brainer value.
- M1 Finance - this is where I do my general brokerage/after tax action. I love it. Seems like the perfect Broker for a Bogle Head strategy.
I have formally had these -
- Sharebuilder - loved this back in the day, had it before ING acquired it and kept it through to when it became Capital One Investing, but eventually didn't need it.
- Merrill Edge - used to have in order to keep the BOA Platinum Honors Tier, love that 75% bonus on Cash Rewards cards, 5.25% back on restaurants and hotels, etc; but now my 529 and Roth at Merrill cover this requirement.
- Robinhood - for a bit to dabble in Crypto.
- Scottrade - forever ago when I first started buying stocks
Statistics: Posted by md80only — Mon Dec 25, 2023 12:51 am