Fee based w/online trading
Jan 31, 2006 1:53 am
Does anyone know of an independent B/D that offers a fee based account which allows clients to trade through their advisor OR online by themselves? I have heard that Morgan Stanley's choice platform offers this but have yet to see it anywhere else?
Thanks,
Dr J.
Jan 31, 2006 4:09 am
UBS used to offer that. In my experience nobody used the online trading capability, though.
Jan 31, 2006 10:43 am
ML has it, but thats not Independent obviously.
Jan 31, 2006 2:18 pm
Raymond James Financial Services has it.
Feb 1, 2006 1:23 am
H&R Block Financial Advisors has the “Wealth Management
Account”. It is a fee based account and allows the client to
place trades online or through their broker. The broker gets
paid the same either way.
Source URL:https://www.wealthmanagement.com/forums/whats-firms/fee-based-wonline-trading