more than one brokerage firm

shamsu hamid's Avatar

shamsu hamid

22 Nov, 2015 04:20 AM

hi I indent to use another broker along with the existing broker . The securties I am dealing in is already in the list how do I use the same
security names for the new broker

  1. 1 Posted by dwg on 22 Nov, 2015 04:25 AM

    dwg's Avatar

    Try this, create a new investment account for the new broker and then add the existing security to the new investment account.

    Des

  2. 2 Posted by Shamsu Hamid on 22 Nov, 2015 05:09 AM

    Shamsu Hamid's Avatar

    hi how do i add the existiing securities to the new account tks

  3. 3 Posted by Shamsu Hamid on 22 Nov, 2015 06:17 AM

    Shamsu Hamid's Avatar

    hi i have resolved this issue tkss for ur help

  4. Support Staff 4 Posted by Jenny on 24 Nov, 2015 02:22 PM

    Jenny's Avatar

    Hi Shamsu,

    Glad you could get this issue resolved!

    Please let me know if I can be of further assistance.

    Jenny
    Infinite Kind Support

  5. Jenny closed this discussion on 24 Nov, 2015 02:22 PM.

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