Access - you can manage both your cash and investments from anywhere using either telephone or internet access. Choice - the leading financial institutions offer a virtually unlimited variety of banking and investing choices. For individuals who prefer to keep their investments separate from their banking, there are a number of stand-alone online discount brokerage firms. Yes, online investing sounds great, but I need help managing my investments. The following list outlines some of the benefits my clients enjoy.
All information is delivered by e-mail, so there are no delivery delays.
Telephone response is offered during business hours, Monday to Friday, but you can leave messages after hours. The table below illustrates these savings. A portfolio is defined as the total investment holdings, registered and taxable, of an individual or couple. In summary, the combination of online discount brokerage and a client relationship with Online Investment Advisor offers conservative investors a major advantage over traditional managed investments.