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    • How to Switch Online Brokers

      Investopedia· 8 months ago

      When you get to the account funding portion of the process, say that you are transferring an account from another broker. You’ll have to specify the broker you’re leaving, and provide a copy ...

    • Time to Minimize Your Tax Bill With Tax-Loss Selling

      TheStreet.com· 6 months ago

      The IRS has turned brokerage firms into their servants in recent years. The companies where you trade are now required to keep track of your cost basis, sales prices and profit and loss calculations ...