Skip navigation
Menu
Search Forums
The Advisor ForumsTechnology

Performance reporting

or Register to post new content in the forum

2 RepliesJump to last post

 

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
May 25, 2006 4:10 am

OldDog

Joined: 2005-07-21Offline

What firms offer performance reporting for all accounts? Is everybody doing that now (implying I’ve lived in a cave for the past decade) or is this still the province of a few?

May 27, 2006 4:52 am

anonymous

Joined: 2005-09-29Offline

LPL does for all accounts where the assets are held at the firm.