Fee based w/online trading

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Jan 30, 2006 8:53 pm

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?


Dr J.

Jan 30, 2006 11:09 pm

UBS used to offer that.  In my experience nobody used the online trading capability, though.

Jan 31, 2006 5:43 am

ML has it, but thats not Independent obviously.

Jan 31, 2006 9:18 am

Raymond James Financial Services has it.

Jan 31, 2006 8:23 pm

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.