Aug 9, 2008 10:40 pm
For those of you using RBC Wealth Management as a clearing firm or as a BD, what do you think of their BetaLink system, especially for performance reporting, etc?
I am currently clearing through Pershing and using their NetExchange platform without any performance reporting.
Regarding RBC's statements, from the accounts I've ACAT'd, they seem like very solid statements, way better than my current statements.
Just gathering some opinions if you have 'em.