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Newly Hybrid

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escopazo View Drop Down
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    Posted: Oct/12/2019 at 12:10pm
We recently left a large indy to go hybrid and are now dealing with getting our tech stack in order. We like having the ability to clear through TD, Fidelity, Schwab or Pershing, and already have accounts at all except Schwab, but piecemealing the tech together is certainly frustrating, so looking for some guidance here on the board.

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Hacksaw View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Hacksaw Quote  Post ReplyReply Direct Link To This Post Posted: Oct/12/2019 at 6:07pm
Out of curiosity:
Why didn't you figure it all out before making the jump?
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