Another data point... I finally converted my mutual fund account to an existing brokerage account. Even after all these years, they still haven't figured out how to get it right. One mutual fund that I had set to send dividends to the settlement fund, they instead reinvested, causing a buy. In my case, it isn't really a problem. But not a good sign for the state of their software department.
Statistics: Posted by clast — Thu Apr 04, 2024 1:30 am
